Jessica Salas

@Umb Bank, N.a.

Latest period2024 - Q4

Reported2d ago

Managed Assets$6.323B

Total holdings2063

Assets growth rate-1.57%

Assets growth rate (2-Q avg)1.88%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Umb Bank, N.a.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 2063 positions.

Assets under management

The assets under management (AUM) of Umb Bank, N.a. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 6.323B in assets, with a quarterly growth rate of -1.57% and a 2-quarter average growth rate of 1.88%. The portfolio is managed by Jessica Salas, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
RQICohen & Steers Capital Management Inc Recent Activity Exited	0%	$112,836 7,963 shares@ $14.18 avg price	Exited
FDECFirst Trust Advisors Lp Recent Activity Exited	0%	$96,668 2,208 shares@ $43.79 avg price	Exited
SNOVFirst Trust Advisors Lp Recent Activity Exited	0%	$91,520 4,000 shares@ $22.88 avg price	Exited
FTSMFirst Trust Etfs Recent Activity Exited	0%	$83,818 1,400 shares@ $59.87 avg price	Exited
JEPQJp Morgan Investment Management Inc Singapore Recent Activity Exited	0%	$81,956 1,492 shares@ $54.94 avg price	Exited
HWBKHawthorn Bancshares Inc Recent Activity Exited	0%	$80,872 3,231 shares@ $25.04 avg price	Exited
JEPIJp Morgan Investment Management Inc Recent Activity Exited	0%	$65,223 1,096 shares@ $59.52 avg price	Exited
FNWBFirst Northwest Bancorp Recent Activity Exited	0%	$64,200 6,000 shares@ $10.7 avg price	Exited
MROMarathon Oil Corp Recent Activity Exited	0%	$54,938 2,063 shares@ $26.64 avg price	Exited
BCOW1895 Bancorp Of Wisconsin Inc Recent Activity Exited	0%	$37,612 3,724 shares@ $10.1 avg price	Exited