Jessica Salas

Umb Bank, N.a.

Assets Managed

$7.163B

Holdings

2284

Last Quarter

2026 - Q1

Filed Date

5d ago

Growth Rate

-4.73%(2Q avg: 2.96%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Umb Bank, N.a.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2284 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 2026 - Q1, they manage 7.163B in assets, with a quarterly growth rate of -4.73% and a 2-quarter average growth rate of 2.96%. The portfolio is managed by Jessica Salas, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
UMBF Umb Financial Corp Recent Activity Decreased -1.79%	7.44%	$532.772M 4.724M shares@ $112.8 avg price	Decreased -1.79%
IVV Ishares Core S&p 500 Etf Recent Activity Increased 4.5%	6.58%	$470.809M 720,762 shares@ $653.21 avg price	Increased 4.5%
AAPL Apple Inc Recent Activity Decreased -1.32%	4.29%	$307.272M 1.211M shares@ $253.8 avg price	Decreased -1.32%
NVDA Nvidia Corp Recent Activity Decreased -0.63%	3.24%	$232.03M 1.33M shares@ $174.41 avg price	Decreased -0.63%
GOOGL Alphabet Inc-cl A Recent Activity Decreased -1.39%	2.89%	$206.899M 719,498 shares@ $287.57 avg price	Decreased -1.39%
MSFT Microsoft Corp Recent Activity Decreased -0.88%	2.67%	$191.236M 516,618 shares@ $370.17 avg price	Decreased -0.88%
AMZN Amazon.com Inc Recent Activity Increased 7.46%	2.13%	$151.975M 729,701 shares@ $208.28 avg price	Increased 7.46%
AVGO Broadcom Inc Recent Activity Decreased -5.26%	2.05%	$146.58M 473,588 shares@ $309.52 avg price	Decreased -5.26%
JPM Jpmorgan Chase & Co Recent Activity Decreased -1.5%	1.8%	$128.736M 437,638 shares@ $294.17 avg price	Decreased -1.5%
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 5.63%	1.72%	$123.114M 1.36M shares@ $90.54 avg price	Increased 5.63%

1-10 of 2284