$3.23 Billion is the total value of UMB Bank, n.a.'s 615 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 2.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UMBF | UMB Financial Corp | $266,813,000 | 0.0% | 5,175,807 | 0.0% | 8.27% | 0.0% | |
| IVV | iShares Core S&P 500 ETF | $168,820,000 | 0.0% | 545,124 | 0.0% | 5.23% | 0.0% | |
| AAPL | Apple Inc | $141,676,000 | 0.0% | 388,365 | 0.0% | 4.39% | 0.0% | |
| IJH | iShares Core S&P Mid-Cap ETF | $113,733,000 | 0.0% | 639,595 | 0.0% | 3.52% | 0.0% | |
| MSFT | Microsoft Corp | $111,019,000 | 0.0% | 545,519 | 0.0% | 3.44% | 0.0% | |
| AMZN | Amazon Com Inc | $94,851,000 | 0.0% | 34,381 | 0.0% | 2.94% | 0.0% | |
| IJR | iShares Core S&P Small-Cap ETF | $65,150,000 | 0.0% | 954,022 | 0.0% | 2.02% | 0.0% | |
| IEFA | iShares Core MSCI EAFE ETF | $52,655,000 | 0.0% | 921,179 | 0.0% | 1.63% | 0.0% | |
| GOOGL | Alphabet Inc Class A | $52,638,000 | 0.0% | 37,120 | 0.0% | 1.63% | 0.0% | |
| HD | Home Depot Inc | $51,190,000 | 0.0% | 204,342 | 0.0% | 1.59% | 0.0% | |
| MA | Mastercard Inc - Class A | $47,727,000 | 0.0% | 161,405 | 0.0% | 1.48% | 0.0% | |
| VEA | Vanguard FTSE Developed | $44,721,000 | 0.0% | 1,152,911 | 0.0% | 1.39% | 0.0% | |
| UNH | UnitedHealth Group Inc | $43,510,000 | 0.0% | 147,517 | 0.0% | 1.35% | 0.0% | |
| JPM | JP Morgan Chase & Co | $43,132,000 | 0.0% | 458,551 | 0.0% | 1.34% | 0.0% | |
| COST | Costco Wholesale Corp | $40,095,000 | 0.0% | 132,234 | 0.0% | 1.24% | 0.0% | |
| NEE | NextEra Energy Inc | $38,505,000 | 0.0% | 160,325 | 0.0% | 1.19% | 0.0% | |
| TXN | Texas Instruments Inc | $38,110,000 | 0.0% | 300,149 | 0.0% | 1.18% | 0.0% | |
| JPST | JPMorgan Ultra-Short Income | $35,849,000 | 0.0% | 706,672 | 0.0% | 1.11% | 0.0% | |
| MRK | Merck & Co Inc | $35,173,000 | 0.0% | 454,845 | 0.0% | 1.09% | 0.0% | |
| PG | Procter & Gamble Co | $32,686,000 | 0.0% | 273,365 | 0.0% | 1.01% | 0.0% | |
| INTU | Intuit | $32,666,000 | 0.0% | 110,285 | 0.0% | 1.01% | 0.0% | |
| UNP | Union Pacific Corp | $32,203,000 | 0.0% | 190,470 | 0.0% | 1.00% | 0.0% | |
| FB | Facebook Inc - A Shs | $30,896,000 | 0.0% | 136,066 | 0.0% | 0.96% | 0.0% | |
| JNJ | Johnson & Johnson | $30,682,000 | 0.0% | 218,181 | 0.0% | 0.95% | 0.0% | |
| DIS | Disney Walt Co | $30,563,000 | 0.0% | 274,083 | 0.0% | 0.95% | 0.0% | |
| ABT | Abbott Laboratories | $30,215,000 | 0.0% | 330,478 | 0.0% | 0.94% | 0.0% | |
| VZ | Verizon Communications Inc | $30,137,000 | 0.0% | 546,651 | 0.0% | 0.93% | 0.0% | |
| WMT | Walmart Inc | $29,804,000 | 0.0% | 248,820 | 0.0% | 0.92% | 0.0% | |
| PEP | Pepsico Inc | $29,130,000 | 0.0% | 220,247 | 0.0% | 0.90% | 0.0% | |
| IWR | iShares Russell Midcap Index | $27,887,000 | 0.0% | 520,275 | 0.0% | 0.86% | 0.0% | |
| VFC | V F Corp | $27,720,000 | 0.0% | 454,868 | 0.0% | 0.86% | 0.0% | |
| CRM | Salesforce.com Inc | $25,114,000 | 0.0% | 134,065 | 0.0% | 0.78% | 0.0% | |
| T | AT & T Inc | $24,672,000 | 0.0% | 816,147 | 0.0% | 0.76% | 0.0% | |
| CME | CME Group Inc | $23,715,000 | 0.0% | 145,900 | 0.0% | 0.74% | 0.0% | |
| BDX | Becton Dickinson & Co | $22,698,000 | 0.0% | 94,864 | 0.0% | 0.70% | 0.0% | |
| TGT | Target Corp | $22,183,000 | 0.0% | 184,965 | 0.0% | 0.69% | 0.0% | |
| CVX | Chevron Corp | $21,697,000 | 0.0% | 243,166 | 0.0% | 0.67% | 0.0% | |
| BLK | Blackrock Inc | $21,447,000 | 0.0% | 39,418 | 0.0% | 0.66% | 0.0% | |
| VNQ | Vanguard REIT VIPERs ETF | $20,965,000 | 0.0% | 266,965 | 0.0% | 0.65% | 0.0% | |
| CSCO | Cisco Systems Inc | $20,411,000 | 0.0% | 437,629 | 0.0% | 0.63% | 0.0% | |
| ECL | Ecolab Inc | $19,944,000 | 0.0% | 100,246 | 0.0% | 0.62% | 0.0% | |
| DUK | Duke Energy Hldg Corp | $19,778,000 | 0.0% | 247,569 | 0.0% | 0.61% | 0.0% | |
| IEMG | iShares Core MSCI Emerging | $19,739,000 | 0.0% | 414,689 | 0.0% | 0.61% | 0.0% | |
| BAC | Bank of America Corporation | $19,431,000 | 0.0% | 818,146 | 0.0% | 0.60% | 0.0% | |
| MCD | McDonalds Corp | $19,045,000 | 0.0% | 103,240 | 0.0% | 0.59% | 0.0% | |
| EFA | iShares MSCI EAFE | $18,646,000 | 0.0% | 306,315 | 0.0% | 0.58% | 0.0% | |
| IVE | iShares Trust S&P 500/Barra | $18,475,000 | 0.0% | 170,727 | 0.0% | 0.57% | 0.0% | |
| TMO | Thermo Fisher Scientific Inc | $18,160,000 | 0.0% | 50,120 | 0.0% | 0.56% | 0.0% | |
| WM | Waste Mgmt Inc Del | $18,175,000 | 0.0% | 171,608 | 0.0% | 0.56% | 0.0% | |
| IGSB | iShares Short-Term Corporate | $17,892,000 | 0.0% | 327,044 | 0.0% | 0.56% | 0.0% | |
| SCZ | iShares MSCI EAFE Small Cap | $17,602,000 | 0.0% | 328,256 | 0.0% | 0.55% | 0.0% | |
| IVW | iShares S&P 500 Growth Index | $17,516,000 | 0.0% | 84,419 | 0.0% | 0.54% | 0.0% | |
| IWM | iShares Russell 2000 Index | $17,208,000 | 0.0% | 120,184 | 0.0% | 0.53% | 0.0% | |
| PFE | Pfizer Inc | $17,162,000 | 0.0% | 524,837 | 0.0% | 0.53% | 0.0% | |
| RTX | Raytheon Technologies Corp | $16,987,000 | 0.0% | 275,669 | 0.0% | 0.53% | 0.0% | |
| IWP | iShares Russell Midcap Growth | $16,699,000 | 0.0% | 105,611 | 0.0% | 0.52% | 0.0% | |
| IWS | iShares Russell Midcap Value | $16,717,000 | 0.0% | 218,435 | 0.0% | 0.52% | 0.0% | |
| NKE | Nike Inc | $16,461,000 | 0.0% | 167,887 | 0.0% | 0.51% | 0.0% | |
| DHR | Danaher Corp Del | $16,117,000 | 0.0% | 91,144 | 0.0% | 0.50% | 0.0% | |
| UPS | United Parcel Service Inc | $15,796,000 | 0.0% | 142,079 | 0.0% | 0.49% | 0.0% | |
| AVGO | Broadcom Inc | $14,733,000 | 0.0% | 46,681 | 0.0% | 0.46% | 0.0% | |
| IWV | iShares Russell 3000 Index | $14,581,000 | 0.0% | 80,978 | 0.0% | 0.45% | 0.0% | |
| AMGN | Amgen Inc | $14,549,000 | 0.0% | 61,686 | 0.0% | 0.45% | 0.0% | |
| HON | Honeywell International Inc | $14,517,000 | 0.0% | 100,398 | 0.0% | 0.45% | 0.0% | |
| DRE | Duke Realty Corp | $14,057,000 | 0.0% | 397,207 | 0.0% | 0.44% | 0.0% | |
| BRKB | Berkshire Hathaway Inc - Cl B | $13,921,000 | 0.0% | 77,986 | 0.0% | 0.43% | 0.0% | |
| V | Visa Inc | $13,213,000 | 0.0% | 68,398 | 0.0% | 0.41% | 0.0% | |
| INTC | Intel Corp | $12,701,000 | 0.0% | 212,277 | 0.0% | 0.39% | 0.0% | |
| AMT | American Tower Corp | $12,483,000 | 0.0% | 48,282 | 0.0% | 0.39% | 0.0% | |
| ORLY | O'Reilly Automotive Inc | $11,889,000 | 0.0% | 28,196 | 0.0% | 0.37% | 0.0% | |
| IJT | Ishares Tr S&P Smlcp 600/Barra | $11,433,000 | 0.0% | 67,332 | 0.0% | 0.35% | 0.0% | |
| VWO | Vanguard FTSE Emerging Markets | $11,280,000 | 0.0% | 284,788 | 0.0% | 0.35% | 0.0% | |
| LMT | Lockheed Martin Corp | $11,300,000 | 0.0% | 30,965 | 0.0% | 0.35% | 0.0% | |
| BFB | Brown Forman Corporation | $11,207,000 | 0.0% | 176,041 | 0.0% | 0.35% | 0.0% | |
| GVI | iShares Barclays Inter | $10,971,000 | 0.0% | 93,195 | 0.0% | 0.34% | 0.0% | |
| CAT | Caterpillar Inc Del | $10,806,000 | 0.0% | 85,427 | 0.0% | 0.34% | 0.0% | |
| PAYX | Paychex Inc | $10,685,000 | 0.0% | 141,052 | 0.0% | 0.33% | 0.0% | |
| LEG | Leggett & Platt Inc | $10,610,000 | 0.0% | 301,854 | 0.0% | 0.33% | 0.0% | |
| SBUX | Starbucks Corp | $10,510,000 | 0.0% | 142,811 | 0.0% | 0.33% | 0.0% | |
| D | Dominion Energy Inc | $9,847,000 | 0.0% | 121,299 | 0.0% | 0.30% | 0.0% | |
| CERN | Cerner Corp | $9,779,000 | 0.0% | 142,652 | 0.0% | 0.30% | 0.0% | |
| DOCU | DocuSign Inc. | $9,728,000 | 0.0% | 56,485 | 0.0% | 0.30% | 0.0% | |
| ABBV | Abbvie Inc | $9,579,000 | 0.0% | 97,572 | 0.0% | 0.30% | 0.0% | |
| SPLV | Invesco S&P 500 Low Volatility | $9,525,000 | 0.0% | 191,742 | 0.0% | 0.30% | 0.0% | |
| DG | Dollar General Corp | $9,438,000 | 0.0% | 49,538 | 0.0% | 0.29% | 0.0% | |
| AWK | American Water Works Co Inc | $9,325,000 | 0.0% | 72,477 | 0.0% | 0.29% | 0.0% | |
| BMY | Bristol Myers Squibb Co | $9,097,000 | 0.0% | 154,714 | 0.0% | 0.28% | 0.0% | |
| IQDF | FlexShares International | $8,607,000 | 0.0% | 427,981 | 0.0% | 0.27% | 0.0% | |
| VLO | Valero Energy Corp New | $8,545,000 | 0.0% | 145,271 | 0.0% | 0.26% | 0.0% | |
| IWF | iShares Russell 1000 Growth | $8,484,000 | 0.0% | 44,199 | 0.0% | 0.26% | 0.0% | |
| GS | Goldman Sachs Group Inc | $8,303,000 | 0.0% | 42,015 | 0.0% | 0.26% | 0.0% | |
| FISV | Fiserv Inc | $8,294,000 | 0.0% | 84,966 | 0.0% | 0.26% | 0.0% | |
| BA | Boeing Co | $7,949,000 | 0.0% | 43,365 | 0.0% | 0.25% | 0.0% | |
| O | Realty Income Corp | $7,932,000 | 0.0% | 133,307 | 0.0% | 0.25% | 0.0% | |
| NVDA | Nvidia Corp | $7,903,000 | 0.0% | 20,802 | 0.0% | 0.24% | 0.0% | |
| EMR | Emerson Electric Co | $7,730,000 | 0.0% | 124,608 | 0.0% | 0.24% | 0.0% | |
| CVS | CVS Health Corporation | $7,739,000 | 0.0% | 119,117 | 0.0% | 0.24% | 0.0% | |
| FPE | First Trust Preferred | $7,320,000 | 0.0% | 397,398 | 0.0% | 0.23% | 0.0% | |
| CBSH | Commerce Bancshares Inc | $7,275,000 | 0.0% | 122,325 | 0.0% | 0.22% | 0.0% | |
| USB | US Bancorp Del | $7,275,000 | 0.0% | 197,572 | 0.0% | 0.22% | 0.0% | |
| IGIB | iShares Intermediate-Term Corp | $7,250,000 | 0.0% | 120,073 | 0.0% | 0.22% | 0.0% | |
| EMLP | First Trust North American | $7,121,000 | 0.0% | 357,146 | 0.0% | 0.22% | 0.0% | |
| ADBE | Adobe Inc | $7,064,000 | 0.0% | 16,227 | 0.0% | 0.22% | 0.0% | |
| ATVI | Activision Blizzard Inc | $6,947,000 | 0.0% | 91,522 | 0.0% | 0.22% | 0.0% | |
| ROK | Rockwell Automation Inc | $6,829,000 | 0.0% | 32,063 | 0.0% | 0.21% | 0.0% | |
| GOOG | Alphabet Inc Class C | $6,737,000 | 0.0% | 4,766 | 0.0% | 0.21% | 0.0% | |
| XOM | ExxonMobil Corp | $6,662,000 | 0.0% | 148,974 | 0.0% | 0.21% | 0.0% | |
| IJS | Ishares Tr S&P Smlcp 600/barra | $6,420,000 | 0.0% | 53,336 | 0.0% | 0.20% | 0.0% | |
| BND | Vanguard Total Bond Market ETF | $6,357,000 | 0.0% | 71,961 | 0.0% | 0.20% | 0.0% | |
| KMI | Kinder Morgan Inc | $6,138,000 | 0.0% | 404,605 | 0.0% | 0.19% | 0.0% | |
| TROW | Price T Rowe Group Inc | $6,085,000 | 0.0% | 49,271 | 0.0% | 0.19% | 0.0% | |
| IWD | iShares Russell 1000 Value | $5,935,000 | 0.0% | 52,701 | 0.0% | 0.18% | 0.0% | |
| KSU | Kansas City Southern | $5,904,000 | 0.0% | 39,548 | 0.0% | 0.18% | 0.0% | |
| URI | United Rentals Inc | $5,889,000 | 0.0% | 39,512 | 0.0% | 0.18% | 0.0% | |
| ORCL | Oracle Corp | $5,792,000 | 0.0% | 104,795 | 0.0% | 0.18% | 0.0% | |
| LOW | Lowes Companies Inc | $5,774,000 | 0.0% | 42,732 | 0.0% | 0.18% | 0.0% | |
| SO | Southern Co | $5,641,000 | 0.0% | 108,790 | 0.0% | 0.18% | 0.0% | |
| IWB | Ishares Russell 1000 Index | $5,603,000 | 0.0% | 32,636 | 0.0% | 0.17% | 0.0% | |
| MMM | 3M Corp | $5,550,000 | 0.0% | 35,579 | 0.0% | 0.17% | 0.0% | |
| CSGP | Costar Group Inc | $5,561,000 | 0.0% | 7,825 | 0.0% | 0.17% | 0.0% | |
| KO | Coca Cola Co | $5,084,000 | 0.0% | 113,786 | 0.0% | 0.16% | 0.0% | |
| VOT | Vanguard Mid-Cap Growth Index | $5,036,000 | 0.0% | 30,507 | 0.0% | 0.16% | 0.0% | |
| VTR | Ventas Inc | $4,965,000 | 0.0% | 135,569 | 0.0% | 0.15% | 0.0% | |
| FIVE | Five Below Inc | $4,945,000 | 0.0% | 46,247 | 0.0% | 0.15% | 0.0% | |
| K | Kellogg CO | $4,893,000 | 0.0% | 74,069 | 0.0% | 0.15% | 0.0% | |
| USMV | iShares Edge MSCI Min Vol USA | $4,664,000 | 0.0% | 76,923 | 0.0% | 0.14% | 0.0% | |
| TFC | Truist Financial Corporation | $4,575,000 | 0.0% | 121,834 | 0.0% | 0.14% | 0.0% | |
| PYPL | Paypal Holdings Inc | $4,524,000 | 0.0% | 25,962 | 0.0% | 0.14% | 0.0% | |
| VOE | Vanguard Mid-Cap Value Index | $4,509,000 | 0.0% | 47,119 | 0.0% | 0.14% | 0.0% | |
| LLY | Lilly Eli & Co | $4,165,000 | 0.0% | 25,368 | 0.0% | 0.13% | 0.0% | |
| FAST | Fastenal Co | $4,037,000 | 0.0% | 94,220 | 0.0% | 0.12% | 0.0% | |
| DE | Deere & Company | $4,005,000 | 0.0% | 25,485 | 0.0% | 0.12% | 0.0% | |
| EW | Edwards Lifesciences Corp | $3,818,000 | 0.0% | 55,252 | 0.0% | 0.12% | 0.0% | |
| IBM | International Business | $3,759,000 | 0.0% | 31,124 | 0.0% | 0.12% | 0.0% | |
| APD | Air Products and Chemicals Inc | $3,757,000 | 0.0% | 15,560 | 0.0% | 0.12% | 0.0% | |
| AEP | American Electric Power Inc | $3,587,000 | 0.0% | 45,045 | 0.0% | 0.11% | 0.0% | |
| CMCSA | Comcast Corp New | $3,574,000 | 0.0% | 91,689 | 0.0% | 0.11% | 0.0% | |
| OMC | Omnicom Group Inc | $3,514,000 | 0.0% | 64,368 | 0.0% | 0.11% | 0.0% | |
| SDY | SPDR S&P Dividend ETF | $3,463,000 | 0.0% | 37,970 | 0.0% | 0.11% | 0.0% | |
| COP | ConocoPhillips | $3,440,000 | 0.0% | 81,883 | 0.0% | 0.11% | 0.0% | |
| PSX | Phillips 66 | $3,409,000 | 0.0% | 47,415 | 0.0% | 0.11% | 0.0% | |
| GPC | Genuine Parts Co | $3,404,000 | 0.0% | 39,146 | 0.0% | 0.11% | 0.0% | |
| TJX | TJX Cos Inc | $3,430,000 | 0.0% | 67,845 | 0.0% | 0.11% | 0.0% | |
| LQD | iShares iBoxx $ Investment | $3,403,000 | 0.0% | 25,303 | 0.0% | 0.10% | 0.0% | |
| QCOM | Qualcomm Inc | $3,256,000 | 0.0% | 35,703 | 0.0% | 0.10% | 0.0% | |
| MS | Morgan Stanley Co | $3,272,000 | 0.0% | 67,739 | 0.0% | 0.10% | 0.0% | |
| ITW | Illinois Tool Works Inc | $3,226,000 | 0.0% | 18,451 | 0.0% | 0.10% | 0.0% | |
| WBA | Walgreens Boots Alliance | $3,233,000 | 0.0% | 76,262 | 0.0% | 0.10% | 0.0% | |
| KMB | Kimberly Clark Corp | $2,982,000 | 0.0% | 21,098 | 0.0% | 0.09% | 0.0% | |
| AGG | iShares Core US Aggregate ETF | $2,967,000 | 0.0% | 25,100 | 0.0% | 0.09% | 0.0% | |
| IAU | iShares Gold Trust | $2,928,000 | 0.0% | 172,316 | 0.0% | 0.09% | 0.0% | |
| VBR | Vanguard Small-Cap Value | $2,924,000 | 0.0% | 27,352 | 0.0% | 0.09% | 0.0% | |
| PCAR | Paccar Inc | $2,918,000 | 0.0% | 38,979 | 0.0% | 0.09% | 0.0% | |
| IWN | Ishares Tr Russell 2000 Value | $2,767,000 | 0.0% | 28,397 | 0.0% | 0.09% | 0.0% | |
| CLX | Clorox Co Del | $2,754,000 | 0.0% | 12,554 | 0.0% | 0.08% | 0.0% | |
| SHW | Sherwin Williams CO | $2,750,000 | 0.0% | 4,760 | 0.0% | 0.08% | 0.0% | |
| NSC | Norfolk Southern Corp | $2,689,000 | 0.0% | 15,315 | 0.0% | 0.08% | 0.0% | |
| CTAS | Cintas Corp | $2,661,000 | 0.0% | 9,991 | 0.0% | 0.08% | 0.0% | |
| FDX | Fedex Corp | $2,510,000 | 0.0% | 17,899 | 0.0% | 0.08% | 0.0% | |
| ADP | Automatic Data Processing Inc | $2,468,000 | 0.0% | 16,577 | 0.0% | 0.08% | 0.0% | |
| BKLN | Invesco Senior Loan ETF | $2,366,000 | 0.0% | 110,803 | 0.0% | 0.07% | 0.0% | |
| WELL | Welltower Inc | $2,258,000 | 0.0% | 43,643 | 0.0% | 0.07% | 0.0% | |
| DLR | Digital Realty Trust Inc | $2,223,000 | 0.0% | 15,644 | 0.0% | 0.07% | 0.0% | |
| NUDM | NuShares ESG Int'l Developed | $2,189,000 | 0.0% | 90,309 | 0.0% | 0.07% | 0.0% | |
| LNT | Alliant Energy Corp | $2,204,000 | 0.0% | 46,066 | 0.0% | 0.07% | 0.0% | |
| ALL | Allstate Corp | $2,135,000 | 0.0% | 22,021 | 0.0% | 0.07% | 0.0% | |
| MKC | McCormick & Co Inc | $2,130,000 | 0.0% | 11,875 | 0.0% | 0.07% | 0.0% | |
| CL | Colgate Palmolive Co | $2,061,000 | 0.0% | 28,131 | 0.0% | 0.06% | 0.0% | |
| HIW | Highwoods Properties Inc | $2,050,000 | 0.0% | 54,918 | 0.0% | 0.06% | 0.0% | |
| IWO | ishares Russell 2000 Growth | $2,039,000 | 0.0% | 9,854 | 0.0% | 0.06% | 0.0% | |
| JKHY | Jack Henry & Assoc Inc | $1,895,000 | 0.0% | 10,298 | 0.0% | 0.06% | 0.0% | |
| EVRG | Evergy Inc. | $1,838,000 | 0.0% | 31,007 | 0.0% | 0.06% | 0.0% | |
| LUV | Southwest Airlines Co | $1,853,000 | 0.0% | 54,209 | 0.0% | 0.06% | 0.0% | |
| BAX | Baxter International Inc | $1,852,000 | 0.0% | 21,505 | 0.0% | 0.06% | 0.0% | |
| IJK | iShares S&P MidCap 400/BARRA | $1,797,000 | 0.0% | 8,022 | 0.0% | 0.06% | 0.0% | |
| STZ | Constellation Brands Inc | $1,785,000 | 0.0% | 10,203 | 0.0% | 0.06% | 0.0% | |
| VTV | Vanguard Value - ETF | $1,788,000 | 0.0% | 17,952 | 0.0% | 0.06% | 0.0% | |
| AXP | American Express Co | $1,760,000 | 0.0% | 18,493 | 0.0% | 0.06% | 0.0% | |
| NFLX | Netflix Com Inc | $1,729,000 | 0.0% | 3,799 | 0.0% | 0.05% | 0.0% | |
| VT | Vanguard Total World Stock | $1,752,000 | 0.0% | 23,425 | 0.0% | 0.05% | 0.0% | |
| WFC | Wells Fargo & Co | $1,721,000 | 0.0% | 67,242 | 0.0% | 0.05% | 0.0% | |
| GIS | General Mills Inc | $1,669,000 | 0.0% | 27,064 | 0.0% | 0.05% | 0.0% | |
| SYK | Stryker Corp | $1,663,000 | 0.0% | 9,229 | 0.0% | 0.05% | 0.0% | |
| MMC | Marsh & McLennan Cos Inc | $1,603,000 | 0.0% | 14,933 | 0.0% | 0.05% | 0.0% | |
| VTI | Vanguard US Total Stock Mkt | $1,627,000 | 0.0% | 10,395 | 0.0% | 0.05% | 0.0% | |
| IJJ | Ishares Tr S&P Midcap | $1,598,000 | 0.0% | 12,022 | 0.0% | 0.05% | 0.0% | |
| DOW | Dow Inc | $1,608,000 | 0.0% | 39,462 | 0.0% | 0.05% | 0.0% | |
| NULG | NuShares ETF TR ESG LARGE CAP | $1,543,000 | 0.0% | 33,621 | 0.0% | 0.05% | 0.0% | |
| MAR | Marriott Intl Inc New | $1,533,000 | 0.0% | 17,881 | 0.0% | 0.05% | 0.0% | |
| NTRS | Northern Trust Corp | $1,549,000 | 0.0% | 19,522 | 0.0% | 0.05% | 0.0% | |
| EQBK | Equity Bancshares Inc | $1,380,000 | 0.0% | 79,152 | 0.0% | 0.04% | 0.0% | |
| CI | Cigna Corporation | $1,371,000 | 0.0% | 7,304 | 0.0% | 0.04% | 0.0% | |
| WY | Weyerhaeuser Co | $1,338,000 | 0.0% | 59,570 | 0.0% | 0.04% | 0.0% | |
| MDLZ | Mondelez International Inc | $1,244,000 | 0.0% | 24,332 | 0.0% | 0.04% | 0.0% | |
| AJG | Gallagher Arthur J & CO | $1,253,000 | 0.0% | 12,857 | 0.0% | 0.04% | 0.0% | |
| NULV | NuShares ESG Large-Cap Value | $1,263,000 | 0.0% | 45,279 | 0.0% | 0.04% | 0.0% | |
| NUBD | NuShares ESG US AGG Bond | $1,195,000 | 0.0% | 44,150 | 0.0% | 0.04% | 0.0% | |
| BSV | Vanguard Short-Term Bond - ETF | $1,180,000 | 0.0% | 14,190 | 0.0% | 0.04% | 0.0% | |
| C | Citigroup Inc | $1,136,000 | 0.0% | 22,232 | 0.0% | 0.04% | 0.0% | |
| FEI | First Trust MLP and Energy I | $1,103,000 | 0.0% | 196,616 | 0.0% | 0.03% | 0.0% | |
| MPC | Marathon Petroleum Corp | $1,052,000 | 0.0% | 28,140 | 0.0% | 0.03% | 0.0% | |
| ED | Consolidated Edison Inc | $1,017,000 | 0.0% | 14,136 | 0.0% | 0.03% | 0.0% | |
| DOV | Dover Corp | $1,044,000 | 0.0% | 10,812 | 0.0% | 0.03% | 0.0% | |
| ISRG | Intuitive Surgical Inc | $1,011,000 | 0.0% | 1,773 | 0.0% | 0.03% | 0.0% | |
| MBB | iShares Barclays MBS Bond Fund | $1,013,000 | 0.0% | 9,150 | 0.0% | 0.03% | 0.0% | |
| IAC | InterActiveCorp | $1,006,000 | 0.0% | 3,110 | 0.0% | 0.03% | 0.0% | |
| NUE | Nucor Corp | $994,000 | 0.0% | 24,005 | 0.0% | 0.03% | 0.0% | |
| AEE | Ameren Corp | $965,000 | 0.0% | 13,714 | 0.0% | 0.03% | 0.0% | |
| GILD | Gilead Sciences Inc | $974,000 | 0.0% | 12,655 | 0.0% | 0.03% | 0.0% | |
| SHY | iShares Barclays 1-3 Year | $922,000 | 0.0% | 10,644 | 0.0% | 0.03% | 0.0% | |
| SRE | Sempra Energy | $898,000 | 0.0% | 7,656 | 0.0% | 0.03% | 0.0% | |
| HSY | The Hershey Company | $915,000 | 0.0% | 7,064 | 0.0% | 0.03% | 0.0% | |
| VO | Vanquard Mid Cap ETF | $895,000 | 0.0% | 5,462 | 0.0% | 0.03% | 0.0% | |
| KTB | Kontoor Brands Inc | $895,000 | 0.0% | 50,243 | 0.0% | 0.03% | 0.0% | |
| SR | Spire Inc | $877,000 | 0.0% | 13,344 | 0.0% | 0.03% | 0.0% | |
| VXF | Vanguard Extended Market ETF | $878,000 | 0.0% | 7,419 | 0.0% | 0.03% | 0.0% | |
| BACPRM | Bank of America Corp PFDpreferred | $857,000 | 0.0% | 33,348 | 0.0% | 0.03% | 0.0% | |
| HYG | iShares iBoxx $ High Yield | $832,000 | 0.0% | 10,196 | 0.0% | 0.03% | 0.0% | |
| TFCPRH | Truist Financial Corporationpreferred | $845,000 | 0.0% | 33,419 | 0.0% | 0.03% | 0.0% | |
| WMB | Williams Companies Inc | $853,000 | 0.0% | 44,830 | 0.0% | 0.03% | 0.0% | |
| GSPRJ | Goldman Sachs GP Div 5.5 PFDpreferred | $834,000 | 0.0% | 32,823 | 0.0% | 0.03% | 0.0% | |
| ZBH | Zimmer Biomet Holdings Inc | $795,000 | 0.0% | 6,665 | 0.0% | 0.02% | 0.0% | |
| TWTR | Twitter Inc | $803,000 | 0.0% | 26,936 | 0.0% | 0.02% | 0.0% | |
| MSPRL | Morgan Stanley PFDpreferred | $798,000 | 0.0% | 32,384 | 0.0% | 0.02% | 0.0% | |
| BOKF | BOK Financial Corp | $790,000 | 0.0% | 14,000 | 0.0% | 0.02% | 0.0% | |
| AFL | AFLAC Inc | $769,000 | 0.0% | 21,326 | 0.0% | 0.02% | 0.0% | |
| PGR | Progressive Corp Ohio | $783,000 | 0.0% | 9,771 | 0.0% | 0.02% | 0.0% | |
| GD | General Dynamics Corp | $727,000 | 0.0% | 4,864 | 0.0% | 0.02% | 0.0% | |
| SPY | SPDR S&P 500 ETF Trust | $739,000 | 0.0% | 2,395 | 0.0% | 0.02% | 0.0% | |
| IWL | iShares Russell Top 200 ETF | $738,000 | 0.0% | 9,972 | 0.0% | 0.02% | 0.0% | |
| YUM | Yum Brands Inc | $700,000 | 0.0% | 8,061 | 0.0% | 0.02% | 0.0% | |
| NUEM | NuShares ESG Int'l Emerging | $675,000 | 0.0% | 27,041 | 0.0% | 0.02% | 0.0% | |
| ADSK | Autodesk Inc | $675,000 | 0.0% | 2,822 | 0.0% | 0.02% | 0.0% | |
| CSX | CSX Corp | $650,000 | 0.0% | 9,320 | 0.0% | 0.02% | 0.0% | |
| SUSB | iShares ESG Aware 1-5 Year USD | $635,000 | 0.0% | 24,398 | 0.0% | 0.02% | 0.0% | |
| CMI | Cummins Inc | $630,000 | 0.0% | 3,637 | 0.0% | 0.02% | 0.0% | |
| REGN | Regeneron Pharmaceuticals Inc | $657,000 | 0.0% | 1,053 | 0.0% | 0.02% | 0.0% | |
| XEL | Xcel Energy Inc | $601,000 | 0.0% | 9,609 | 0.0% | 0.02% | 0.0% | |
| SCHG | Schwab US Large-Cap Growth ETF | $628,000 | 0.0% | 6,183 | 0.0% | 0.02% | 0.0% | |
| EPD | Enterprise Products Partners | $610,000 | 0.0% | 33,600 | 0.0% | 0.02% | 0.0% | |
| ADM | Archer Daniels Midland Co | $613,000 | 0.0% | 15,361 | 0.0% | 0.02% | 0.0% | |
| CASY | Casey's General Stores Inc | $619,000 | 0.0% | 4,139 | 0.0% | 0.02% | 0.0% | |
| WSO | Watsco Inc | $570,000 | 0.0% | 3,206 | 0.0% | 0.02% | 0.0% | |
| ACWX | iShares MSCI ACWI Ex US ETF | $582,000 | 0.0% | 13,457 | 0.0% | 0.02% | 0.0% | |
| WFCPRQ | Wells Fargo & Company PFDpreferred | $585,000 | 0.0% | 23,624 | 0.0% | 0.02% | 0.0% | |
| PAA | Plains All Amern Pipeline LP | $590,000 | 0.0% | 66,738 | 0.0% | 0.02% | 0.0% | |
| EBAY | Ebay Inc | $587,000 | 0.0% | 11,185 | 0.0% | 0.02% | 0.0% | |
| DD | DUPONT DE NEMOURS INC | $571,000 | 0.0% | 10,761 | 0.0% | 0.02% | 0.0% | |
| MPLX | MPLX LP | $596,000 | 0.0% | 34,463 | 0.0% | 0.02% | 0.0% | |
| VSS | Vanguard FTSE All World Ex-US | $564,000 | 0.0% | 5,837 | 0.0% | 0.02% | 0.0% | |
| SYY | Sysco Corp | $533,000 | 0.0% | 9,748 | 0.0% | 0.02% | 0.0% | |
| RSP | Invesco S&P 500 Equal Weight | $548,000 | 0.0% | 5,390 | 0.0% | 0.02% | 0.0% | |
| MO | Altria Group Inc | $514,000 | 0.0% | 13,096 | 0.0% | 0.02% | 0.0% | |
| PM | Philip Morris International | $514,000 | 0.0% | 7,333 | 0.0% | 0.02% | 0.0% | |
| KIM | Kimco Realty Corp | $531,000 | 0.0% | 41,377 | 0.0% | 0.02% | 0.0% | |
| WSOB | Watsco Inc | $524,000 | 0.0% | 3,187 | 0.0% | 0.02% | 0.0% | |
| VOO | Vanguard S&P 500 ETF | $517,000 | 0.0% | 1,825 | 0.0% | 0.02% | 0.0% | |
| CMG | Chipotle Mexican Grill Inc | $474,000 | 0.0% | 450 | 0.0% | 0.02% | 0.0% | |
| WEC | WEC Energy Group INC | $487,000 | 0.0% | 5,552 | 0.0% | 0.02% | 0.0% | |
| IP | International Paper | $477,000 | 0.0% | 13,536 | 0.0% | 0.02% | 0.0% | |
| PFG | Principal Financial Group Inc | $469,000 | 0.0% | 11,279 | 0.0% | 0.02% | 0.0% | |
| KLAC | KLA-Tencor Corp | $472,000 | 0.0% | 2,429 | 0.0% | 0.02% | 0.0% | |
| HIG | Hartford Financial Services | $464,000 | 0.0% | 12,026 | 0.0% | 0.01% | 0.0% | |
| TRV | Travelers Companies Inc | $464,000 | 0.0% | 4,065 | 0.0% | 0.01% | 0.0% | |
| PPG | PPG Industies Inc | $457,000 | 0.0% | 4,315 | 0.0% | 0.01% | 0.0% | |
| OTIS | Otis Worldwide Corp | $433,000 | 0.0% | 7,618 | 0.0% | 0.01% | 0.0% | |
| PPC | Pilgrim's Pride Corporation | $420,000 | 0.0% | 24,871 | 0.0% | 0.01% | 0.0% | |
| SPGI | S&P Global Inc. | $411,000 | 0.0% | 1,247 | 0.0% | 0.01% | 0.0% | |
| NUSC | NuShares ESG Small Cap | $379,000 | 0.0% | 13,781 | 0.0% | 0.01% | 0.0% | |
| PRU | Prudential Financial Inc | $389,000 | 0.0% | 6,390 | 0.0% | 0.01% | 0.0% | |
| AMAT | Applied Materials Inc | $383,000 | 0.0% | 6,337 | 0.0% | 0.01% | 0.0% | |
| PEG | Public Service Enterprise | $383,000 | 0.0% | 7,791 | 0.0% | 0.01% | 0.0% | |
| MUSA | Murphy USA Inc | $403,000 | 0.0% | 3,582 | 0.0% | 0.01% | 0.0% | |
| AMP | Ameriprise Financial Inc | $384,000 | 0.0% | 2,563 | 0.0% | 0.01% | 0.0% | |
| GE | General Electric Co | $402,000 | 0.0% | 58,855 | 0.0% | 0.01% | 0.0% | |
| QCRH | Qcr Holdings Inc | $347,000 | 0.0% | 11,116 | 0.0% | 0.01% | 0.0% | |
| DAL | Delta Air Lines Inc | $354,000 | 0.0% | 12,616 | 0.0% | 0.01% | 0.0% | |
| MMP | Magellan Midstream Partners LP | $362,000 | 0.0% | 8,400 | 0.0% | 0.01% | 0.0% | |
| SQ | Square Inc | $358,000 | 0.0% | 3,413 | 0.0% | 0.01% | 0.0% | |
| QQQ | Invesco QQQ Trust | $357,000 | 0.0% | 1,443 | 0.0% | 0.01% | 0.0% | |
| FTV | Fortive Corp | $337,000 | 0.0% | 4,992 | 0.0% | 0.01% | 0.0% | |
| CARR | Carrier Global Corp | $337,000 | 0.0% | 15,135 | 0.0% | 0.01% | 0.0% | |
| ATO | Atmos Energy Corp | $327,000 | 0.0% | 3,286 | 0.0% | 0.01% | 0.0% | |
| MHK | Mohawk Inds Inc | $319,000 | 0.0% | 3,133 | 0.0% | 0.01% | 0.0% | |
| HPQ | HP Inc | $338,000 | 0.0% | 19,416 | 0.0% | 0.01% | 0.0% | |
| A | Agilent Technologies Inc | $280,000 | 0.0% | 3,159 | 0.0% | 0.01% | 0.0% | |
| OXY | Occidental Petroleum Corp | $275,000 | 0.0% | 14,988 | 0.0% | 0.01% | 0.0% | |
| ORI | Old Republic International | $276,000 | 0.0% | 16,866 | 0.0% | 0.01% | 0.0% | |
| PPL | PPL Corp | $280,000 | 0.0% | 10,841 | 0.0% | 0.01% | 0.0% | |
| LNC | Lincoln National Corp | $295,000 | 0.0% | 8,012 | 0.0% | 0.01% | 0.0% | |
| BNDX | Vanguard Total International | $283,000 | 0.0% | 4,910 | 0.0% | 0.01% | 0.0% | |
| EL | Lauder Estee Cos Inc | $291,000 | 0.0% | 1,540 | 0.0% | 0.01% | 0.0% | |
| KSUPR | Kansas City Southern $1.00 PFDpreferred | $285,000 | 0.0% | 10,549 | 0.0% | 0.01% | 0.0% | |
| YUMC | Yum China Holding Inc | $300,000 | 0.0% | 6,251 | 0.0% | 0.01% | 0.0% | |
| CHD | Church & Dwight Inc | $251,000 | 0.0% | 3,246 | 0.0% | 0.01% | 0.0% | |
| FIZZ | National Beverage Corp | $268,000 | 0.0% | 4,400 | 0.0% | 0.01% | 0.0% | |
| ZTS | Zoetis Inc | $263,000 | 0.0% | 1,918 | 0.0% | 0.01% | 0.0% | |
| DTE | DTE Energy Co | $254,000 | 0.0% | 2,362 | 0.0% | 0.01% | 0.0% | |
| SJM | JM Smucker Co | $246,000 | 0.0% | 2,321 | 0.0% | 0.01% | 0.0% | |
| MCK | McKesson Corp | $244,000 | 0.0% | 1,590 | 0.0% | 0.01% | 0.0% | |
| WFCPRW | Wells Fargo & Company $1.425preferred | $256,000 | 0.0% | 10,076 | 0.0% | 0.01% | 0.0% | |
| NOC | Northrop Grumman Corp | $264,000 | 0.0% | 858 | 0.0% | 0.01% | 0.0% | |
| J | Jacobs Engineering Group Inc | $246,000 | 0.0% | 2,899 | 0.0% | 0.01% | 0.0% | |
| WTRG | Essential Utilities Inc | $243,000 | 0.0% | 5,754 | 0.0% | 0.01% | 0.0% | |
| CAH | Cardinal Health Inc | $216,000 | 0.0% | 4,153 | 0.0% | 0.01% | 0.0% | |
| CTSH | Cognizant Technology Solutio | $220,000 | 0.0% | 3,879 | 0.0% | 0.01% | 0.0% | |
| BRKS | Brooks Automation Inc | $231,000 | 0.0% | 5,211 | 0.0% | 0.01% | 0.0% | |
| BK | Bank of New York Mellon Corp | $210,000 | 0.0% | 5,424 | 0.0% | 0.01% | 0.0% | |
| SWK | Stanley Black & Decker Inc | $234,000 | 0.0% | 1,676 | 0.0% | 0.01% | 0.0% | |
| CPRT | Copart Inc | $212,000 | 0.0% | 2,545 | 0.0% | 0.01% | 0.0% | |
| NOW | ServiceNow Inc | $241,000 | 0.0% | 596 | 0.0% | 0.01% | 0.0% | |
| VB | Vanquard Small Cap ETF | $226,000 | 0.0% | 1,548 | 0.0% | 0.01% | 0.0% | |
| EGOV | Nic Inc | $231,000 | 0.0% | 10,075 | 0.0% | 0.01% | 0.0% | |
| EXC | Exelon Corp | $226,000 | 0.0% | 6,226 | 0.0% | 0.01% | 0.0% | |
| FIS | Fidelity National Information | $221,000 | 0.0% | 1,647 | 0.0% | 0.01% | 0.0% | |
| MRO | Marathon Oil Corp | $218,000 | 0.0% | 35,576 | 0.0% | 0.01% | 0.0% | |
| CFFN | Capitol Federal Financial | $222,000 | 0.0% | 20,216 | 0.0% | 0.01% | 0.0% | |
| EXPE | Expedia Group Inc | $207,000 | 0.0% | 2,516 | 0.0% | 0.01% | 0.0% | |
| MUR | Murphy Oil Corp | $198,000 | 0.0% | 14,353 | 0.0% | 0.01% | 0.0% | |
| AERI | Aerie Pharmaceuticals Inc | $149,000 | 0.0% | 10,090 | 0.0% | 0.01% | 0.0% | |
| HPE | Hewlett Packard Enterprise Co | $106,000 | 0.0% | 10,885 | 0.0% | 0.00% | 0.0% | |
| F | Ford Mtr Co Del | $89,000 | 0.0% | 14,540 | 0.0% | 0.00% | 0.0% | |
| GEL | Genesis Energy L P | $101,000 | 0.0% | 14,000 | 0.0% | 0.00% | 0.0% | |
| Metactive Medical Inc Series Apreferred | $104,000 | 0.0% | 104,129 | 0.0% | 0.00% | 0.0% | ||
| Sierra Income Corporation | $63,000 | 0.0% | 10,412 | 0.0% | 0.00% | 0.0% | ||
| FS Energy and Power Fund | $51,000 | 0.0% | 14,221 | 0.0% | 0.00% | 0.0% | ||
| Flow Forward Medical Inc PFDpreferred | $79,000 | 0.0% | 79,129 | 0.0% | 0.00% | 0.0% | ||
| FS Investment Corp II | $68,000 | 0.0% | 10,990 | 0.0% | 0.00% | 0.0% | ||
| ATHX | Athersys Inc | $28,000 | 0.0% | 10,000 | 0.0% | 0.00% | 0.0% | |
| CFRI | Conforce International Inc | $0 | – | 100,000 | 0.0% | 0.00% | – | |
| SMNG | Strategic Mining Corp | $0 | – | 13,200 | 0.0% | 0.00% | – | |
| OPVS | NanoFlex Power Corp | $0 | – | 16,000 | 0.0% | 0.00% | – | |
| VIVK | Vivakor Inc | $6,000 | 0.0% | 20,000 | 0.0% | 0.00% | – | |
| Midcountry Finl Corp | $0 | – | 882,353 | 0.0% | 0.00% | – | ||
| ALAN | Alanco Technologies Inc | $0 | – | 28,125 | 0.0% | 0.00% | – | |
| FLTWQ | Fleetwood Enterprises Inc | $0 | – | 85,000 | 0.0% | 0.00% | – | |
| GRDH | Guardian 8 Holdings | $0 | – | 21,155 | 0.0% | 0.00% | – | |
| FPMI | FluoroPharma Medical Inc. | $2,000 | 0.0% | 696,550 | 0.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- UMB Financial Corporation #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UMB Financial Corp | 42 | Q3 2023 | 20.3% |
| Apple Inc | 42 | Q3 2023 | 5.0% |
| MICROSOFT CORP | 42 | Q3 2023 | 3.4% |
| JPMorgan Chase & Co | 42 | Q3 2023 | 1.9% |
| VF Corp | 42 | Q3 2023 | 2.5% |
| Home Depot Inc/The | 42 | Q3 2023 | 1.9% |
| Costco Wholesale Corp | 42 | Q3 2023 | 1.6% |
| Johnson & Johnson | 42 | Q3 2023 | 1.5% |
| Amazon Com Inc | 42 | Q3 2023 | 2.9% |
| UnitedHealth Group Inc | 42 | Q3 2023 | 1.4% |
View UMB Bank, n.a.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-10 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-02-09 |
View UMB Bank, n.a.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.