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
SOUNSoundhound Ai Inc Recent Activity New Position	0.01%	$15,376 775 shares@ $19.84 avg price	New Position
PSNParsons Corp Recent Activity New Position	0.01%	$15,037 163 shares@ $92.26 avg price	New Position
SOXXIshares Trust Recent Activity New Position	0.01%	$14,007 65 shares@ $215.5 avg price	New Position
PKPark Hotels & Resorts Inc Recent Activity New Position	0.01%	$13,929 990 shares@ $14.07 avg price	New Position
TRNOTerreno Realty Corp Recent Activity New Position	0.01%	$13,425 227 shares@ $59.15 avg price	New Position
SLGNSilgan Holdings Inc Recent Activity New Position	0.01%	$13,169 253 shares@ $52.06 avg price	New Position
AFRMAffirm Holdings Inc Recent Activity New Position	0.01%	$12,180 200 shares@ $60.9 avg price	New Position
SLMSlm Corp Recent Activity New Position	0.01%	$11,501 417 shares@ $27.59 avg price	New Position
NTSTNetstreit Corp Recent Activity New Position	0.01%	$11,094 784 shares@ $14.16 avg price	New Position
SKYChampion Homes Inc Recent Activity New Position	0.01%	$10,043 114 shares@ $88.1 avg price	New Position