Jessica Salas

@Umb Bank, N.a.

Latest period2024 - Q4

Reported3d 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
CVECenovus Energy Inc Recent Activity New Position	0.01%	$1,515 100 shares@ $15.15 avg price	New Position
PACSPacs Group Inc Recent Activity New Position	0.01%	$1,311 100 shares@ $13.11 avg price	New Position
HYLBInvesco Advisers Inc - Us Recent Activity New Position	0.01%	$1,191 33 shares@ $36.1 avg price	New Position
RNGRingcentral Inc Recent Activity New Position	0.01%	$735 21 shares@ $35.0 avg price	New Position
DFHDream Finders Homes Inc Recent Activity New Position	0.01%	$628 27 shares@ $23.26 avg price	New Position