$4.09 Billion is the total value of UMB Bank, n.a.'s 648 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 8.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | iShares Core S&P 500 ETF | $201,176,000 | +7.2% | 505,696 | +1.1% | 4.92% | -2.7% |
| IJR | Buy | iShares Core S&P Small-Cap ETF | $91,718,000 | +20.1% | 845,096 | +1.7% | 2.24% | +9.0% |
| IEFA | Buy | iShares Core MSCI EAFE ETF | $69,225,000 | +14.2% | 960,790 | +9.5% | 1.69% | +3.6% |
| JPM | Buy | JP Morgan Chase & Co | $66,436,000 | +19.9% | 436,419 | +0.1% | 1.62% | +8.8% |
| HD | Buy | Home Depot Inc | $61,392,000 | +18.0% | 201,121 | +2.7% | 1.50% | +7.2% |
| VEA | Buy | Vanguard FTSE Developed | $54,441,000 | +9.3% | 1,108,555 | +5.1% | 1.33% | -0.7% |
| UNH | Buy | UnitedHealth Group Inc | $53,611,000 | +7.7% | 144,089 | +1.5% | 1.31% | -2.3% |
| TXN | Buy | Texas Instruments Inc | $53,133,000 | +17.9% | 281,144 | +2.4% | 1.30% | +7.0% |
| DIS | Buy | Disney Walt Co | $49,824,000 | +2.8% | 270,017 | +1.0% | 1.22% | -6.7% |
| COST | Buy | Costco Wholesale Corp | $47,061,000 | -3.0% | 133,514 | +3.7% | 1.15% | -11.9% |
| UNP | Buy | Union Pacific Corp | $46,131,000 | +9.8% | 209,297 | +3.7% | 1.13% | -0.3% |
| INTU | Buy | Intuit | $41,486,000 | +2.3% | 108,302 | +1.5% | 1.01% | -7.1% |
| CAT | Buy | Caterpillar Inc Del | $41,034,000 | +89.5% | 176,971 | +48.8% | 1.00% | +72.0% |
| JNJ | Buy | Johnson & Johnson | $39,197,000 | +9.6% | 238,498 | +4.9% | 0.96% | -0.5% |
| ABT | Buy | Abbott Laboratories | $38,587,000 | +11.0% | 321,990 | +1.4% | 0.94% | +0.7% |
| IWR | Buy | iShares Russell Midcap Index | $37,080,000 | +11.1% | 501,557 | +3.0% | 0.91% | +0.9% |
| BAC | Buy | Bank of America Corporation | $35,128,000 | +33.7% | 907,924 | +4.7% | 0.86% | +21.3% |
| MS | Buy | Morgan Stanley Co | $30,707,000 | +44.6% | 395,411 | +27.6% | 0.75% | +31.3% |
| CVX | Buy | Chevron Corp | $30,711,000 | +69.7% | 293,071 | +36.8% | 0.75% | +54.2% |
| MCD | Buy | McDonalds Corp | $29,997,000 | +5.1% | 133,832 | +0.6% | 0.73% | -4.6% |
| BA | Buy | Boeing Co | $29,479,000 | +228.3% | 115,732 | +175.9% | 0.72% | +197.9% |
| DUK | Buy | Duke Energy Hldg Corp | $29,392,000 | +7.8% | 304,488 | +2.3% | 0.72% | -2.2% |
| IWM | Buy | iShares Russell 2000 Index | $28,247,000 | +22.9% | 127,850 | +9.1% | 0.69% | +11.5% |
| CRM | Buy | Salesforce.com Inc | $28,197,000 | -2.9% | 133,084 | +1.9% | 0.69% | -11.9% |
| BLK | Buy | Blackrock Inc | $27,029,000 | +4.9% | 35,849 | +0.4% | 0.66% | -4.8% |
| IEMG | Buy | iShares Core MSCI Emerging | $26,726,000 | +13.1% | 415,262 | +9.0% | 0.65% | +2.7% |
| T | Buy | AT & T Inc | $23,921,000 | +11.8% | 790,252 | +6.2% | 0.58% | +1.6% |
| UPS | Buy | United Parcel Service Inc | $23,551,000 | +5.3% | 138,541 | +4.3% | 0.58% | -4.3% |
| DHR | Buy | Danaher Corp Del | $23,538,000 | +3.8% | 104,575 | +2.4% | 0.58% | -5.9% |
| VNQ | Buy | Vanguard REIT VIPERs ETF | $22,849,000 | +10.4% | 248,742 | +2.1% | 0.56% | +0.2% |
| HON | Buy | Honeywell International Inc | $22,606,000 | +8.3% | 104,140 | +6.1% | 0.55% | -1.6% |
| VWO | Buy | Vanguard FTSE Emerging Markets | $21,133,000 | +20.0% | 406,014 | +15.5% | 0.52% | +9.1% |
| EFA | Buy | iShares MSCI EAFE | $21,148,000 | +19.8% | 278,745 | +15.2% | 0.52% | +8.8% |
| ECL | Buy | Ecolab Inc | $20,748,000 | +0.7% | 96,921 | +1.7% | 0.51% | -8.6% |
| IWS | Buy | iShares Russell Midcap Value | $20,357,000 | +21.8% | 186,248 | +8.1% | 0.50% | +10.7% |
| ABBV | Buy | Abbvie Inc | $19,926,000 | +75.0% | 184,128 | +73.3% | 0.49% | +58.6% |
| EW | Buy | Edwards Lifesciences Corp | $19,904,000 | -4.5% | 237,972 | +4.2% | 0.49% | -13.2% |
| IVE | Buy | iShares Trust S&P 500/Barra | $19,786,000 | +13.6% | 140,087 | +2.9% | 0.48% | +3.2% |
| SCZ | Buy | iShares MSCI EAFE Small Cap | $18,907,000 | +16.3% | 263,181 | +10.6% | 0.46% | +5.5% |
| NKE | Buy | Nike Inc | $18,730,000 | -5.9% | 140,942 | +0.2% | 0.46% | -14.6% |
| IVW | Buy | iShares S&P 500 Growth Index | $18,700,000 | +11.3% | 287,218 | +9.1% | 0.46% | +0.9% |
| IWP | Buy | iShares Russell Midcap Growth | $18,089,000 | +3.6% | 177,243 | +4.2% | 0.44% | -6.0% |
| JPST | Buy | JPMorgan Ultra-Short Income | $17,166,000 | +0.2% | 338,219 | +0.2% | 0.42% | -8.9% |
| DRE | Buy | Duke Realty Corp | $17,188,000 | +8.0% | 409,924 | +3.0% | 0.42% | -2.1% |
| O | Buy | Realty Income Corp | $17,010,000 | +117.3% | 267,875 | +112.7% | 0.42% | +97.2% |
| IGSB | Buy | iShares Short-Term Corporate | $16,825,000 | +5.9% | 307,702 | +6.9% | 0.41% | -4.0% |
| ROK | Buy | Rockwell Automation Inc | $15,987,000 | +10.2% | 60,228 | +4.1% | 0.39% | 0.0% |
| MAR | Buy | Marriott Intl Inc New | $15,368,000 | +1244.5% | 103,766 | +1097.3% | 0.38% | +1112.9% |
| SBUX | Buy | Starbucks Corp | $15,349,000 | +2.3% | 140,465 | +0.1% | 0.38% | -7.2% |
| IJT | Buy | Ishares Tr S&P Smlcp 600/Barra | $15,103,000 | +25.4% | 117,783 | +11.7% | 0.37% | +13.9% |
| IWF | Buy | iShares Russell 1000 Growth | $14,917,000 | +36.8% | 61,375 | +35.7% | 0.36% | +24.1% |
| WBA | Buy | Walgreens Boots Alliance | $14,885,000 | +50.0% | 271,128 | +9.0% | 0.36% | +36.3% |
| TRV | Buy | Travelers Companies Inc | $14,512,000 | +11.3% | 96,484 | +3.9% | 0.36% | +1.1% |
| V | Buy | Visa Inc | $13,898,000 | -1.0% | 65,641 | +2.3% | 0.34% | -10.1% |
| NVDA | Buy | Nvidia Corp | $13,874,000 | +14.4% | 25,984 | +11.9% | 0.34% | +4.0% |
| PYPL | Buy | Paypal Holdings Inc | $13,634,000 | +27.5% | 56,141 | +22.9% | 0.33% | +15.6% |
| AMGN | Buy | Amgen Inc | $12,932,000 | +9.1% | 51,975 | +0.9% | 0.32% | -0.9% |
| C | Buy | Citigroup Inc | $12,928,000 | +438.9% | 177,698 | +356.7% | 0.32% | +386.2% |
| LUV | Buy | Southwest Airlines Co | $11,907,000 | +33.7% | 195,000 | +2.0% | 0.29% | +21.2% |
| AWK | Buy | American Water Works Co Inc | $11,834,000 | +3.2% | 78,929 | +5.7% | 0.29% | -6.5% |
| PAYX | Buy | Paychex Inc | $11,541,000 | +5.6% | 117,737 | +0.4% | 0.28% | -4.1% |
| IWV | Buy | iShares Russell 3000 Index | $11,543,000 | +10.2% | 48,657 | +3.8% | 0.28% | 0.0% |
| IQDF | Buy | FlexShares International | $11,444,000 | +32.9% | 445,453 | +25.0% | 0.28% | +20.7% |
| FDX | Buy | Fedex Corp | $11,280,000 | +20.8% | 39,711 | +10.4% | 0.28% | +9.5% |
| CERN | Buy | Cerner Corp | $10,537,000 | -5.0% | 146,586 | +3.7% | 0.26% | -13.7% |
| FPE | Buy | First Trust Preferred | $10,296,000 | +3.8% | 510,931 | +4.0% | 0.25% | -5.6% |
| IWD | Buy | iShares Russell 1000 Value | $10,211,000 | +31.9% | 67,383 | +19.0% | 0.25% | +20.2% |
| PXD | Buy | Pioneer Natural Resources Co | $9,929,000 | +95.2% | 62,521 | +40.0% | 0.24% | +77.4% |
| EMR | Buy | Emerson Electric Co | $9,758,000 | +13.5% | 108,158 | +1.1% | 0.24% | +3.0% |
| AMAT | Buy | Applied Materials Inc | $9,404,000 | +1953.3% | 70,388 | +1226.1% | 0.23% | +1816.7% |
| IJS | Buy | Ishares Tr S&P Smlcp 600/barra | $9,404,000 | +45.0% | 93,349 | +17.0% | 0.23% | +31.4% |
| AMT | Buy | American Tower Corp | $9,317,000 | +12.6% | 38,972 | +5.7% | 0.23% | +2.2% |
| DE | Buy | Deere & Company | $9,188,000 | +39.1% | 24,558 | +0.0% | 0.22% | +26.4% |
| CVS | Buy | CVS Health Corporation | $8,247,000 | +20.9% | 109,627 | +9.8% | 0.20% | +9.8% |
| EMLP | Buy | First Trust North American | $7,913,000 | +27.4% | 346,905 | +17.2% | 0.19% | +15.6% |
| ATVI | Buy | Activision Blizzard Inc | $7,249,000 | +0.3% | 77,942 | +0.1% | 0.18% | -9.2% |
| CSCO | Buy | Cisco Systems Inc | $6,834,000 | +18.5% | 132,165 | +2.5% | 0.17% | +7.7% |
| EL | Buy | Lauder Estee Cos Inc | $6,832,000 | +663.4% | 23,488 | +599.0% | 0.17% | +595.8% |
| BND | Buy | Vanguard Total Bond Market ETF | $6,844,000 | +2.7% | 80,792 | +6.9% | 0.17% | -6.7% |
| LULU | Buy | Lululemon Athletica Inc | $6,809,000 | -8.4% | 22,199 | +4.0% | 0.17% | -17.0% |
| ORCL | Buy | Oracle Corp | $6,739,000 | +11.2% | 96,028 | +2.5% | 0.16% | +1.2% |
| TROW | Buy | Price T Rowe Group Inc | $6,685,000 | +15.1% | 38,957 | +1.5% | 0.16% | +4.5% |
| REGN | Buy | Regeneron Pharmaceuticals Inc | $6,245,000 | +47.8% | 13,199 | +50.9% | 0.15% | +34.2% |
| ICE | New | Intercontinental Exchange Inc | $6,081,000 | – | 54,450 | +100.0% | 0.15% | – |
| VOE | Buy | Vanguard Mid-Cap Value Index | $5,975,000 | +28.3% | 44,302 | +13.2% | 0.15% | +16.8% |
| PWR | New | Quanta Services Inc | $5,602,000 | – | 63,670 | +100.0% | 0.14% | – |
| SO | Buy | Southern Co | $5,529,000 | +2.8% | 88,945 | +1.6% | 0.14% | -6.9% |
| LOW | Buy | Lowes Companies Inc | $5,192,000 | +27.3% | 27,302 | +7.5% | 0.13% | +15.5% |
| VTV | Buy | Vanguard Value - ETF | $4,863,000 | +216.8% | 36,990 | +186.7% | 0.12% | +190.2% |
| LLY | Buy | Lilly Eli & Co | $4,682,000 | +18.8% | 25,060 | +7.4% | 0.11% | +7.5% |
| FAST | Buy | Fastenal Co | $4,189,000 | +15.7% | 83,303 | +12.3% | 0.10% | +5.2% |
| IWN | Buy | Ishares Tr Russell 2000 Value | $4,149,000 | +35.8% | 26,020 | +12.2% | 0.10% | +23.2% |
| K | Buy | Kellogg CO | $4,034,000 | +10.7% | 63,719 | +8.8% | 0.10% | +1.0% |
| ITW | Buy | Illinois Tool Works Inc | $4,043,000 | +19.2% | 18,251 | +9.7% | 0.10% | +8.8% |
| COP | Buy | ConocoPhillips | $3,957,000 | +34.9% | 74,713 | +1.8% | 0.10% | +22.8% |
| GPC | Buy | Genuine Parts Co | $3,550,000 | +26.3% | 30,711 | +9.8% | 0.09% | +14.5% |
| VBR | Buy | Vanguard Small-Cap Value | $3,544,000 | +32.4% | 21,402 | +13.7% | 0.09% | +20.8% |
| NUDM | Buy | NuShares ESG Int'l Developed | $3,417,000 | +15.4% | 112,970 | +11.5% | 0.08% | +5.0% |
| IDXX | Buy | Idexx Labs Inc | $3,373,000 | -2.1% | 6,893 | +0.0% | 0.08% | -11.8% |
| LQD | Buy | iShares iBoxx $ Investment | $3,281,000 | -4.6% | 25,223 | +1.3% | 0.08% | -14.0% |
| AGG | Buy | iShares Core US Aggregate ETF | $3,038,000 | +0.4% | 26,688 | +4.2% | 0.07% | -9.8% |
| ADP | Buy | Automatic Data Processing Inc | $2,997,000 | +16.2% | 15,902 | +8.6% | 0.07% | +5.8% |
| IAU | Buy | iShares Gold Trust | $2,993,000 | +3.5% | 184,071 | +15.5% | 0.07% | -6.4% |
| CFB | New | CrossFirst Bankshares Inc | $2,932,000 | – | 212,616 | +100.0% | 0.07% | – |
| SHW | Buy | Sherwin Williams CO | $2,773,000 | +0.7% | 3,757 | +0.3% | 0.07% | -8.1% |
| NFLX | Buy | Netflix Com Inc | $2,630,000 | +0.6% | 5,043 | +4.3% | 0.06% | -8.6% |
| NUE | Buy | Nucor Corp | $2,526,000 | +143.8% | 31,470 | +61.5% | 0.06% | +121.4% |
| BSV | Buy | Vanguard Short-Term Bond - ETF | $2,453,000 | +3.0% | 29,843 | +3.9% | 0.06% | -6.2% |
| VTI | Buy | Vanguard US Total Stock Mkt | $2,252,000 | +10.0% | 10,897 | +3.6% | 0.06% | 0.0% |
| DLR | Buy | Digital Realty Trust Inc | $2,186,000 | +1.2% | 15,523 | +0.3% | 0.05% | -8.6% |
| NULG | Buy | NuShares ETF TR ESG LARGE CAP | $1,985,000 | +3.9% | 34,242 | +0.9% | 0.05% | -3.9% |
| NULV | Buy | NuShares ESG Large-Cap Value | $1,911,000 | +23.4% | 52,791 | +12.4% | 0.05% | +11.9% |
| WY | Buy | Weyerhaeuser Co | $1,737,000 | +8.4% | 48,795 | +2.1% | 0.04% | -2.3% |
| SYK | Buy | Stryker Corp | $1,671,000 | +9.7% | 6,861 | +10.4% | 0.04% | 0.0% |
| EVRG | Buy | Evergy Inc. | $1,659,000 | +7.4% | 27,867 | +0.2% | 0.04% | -2.4% |
| VO | Buy | Vanquard Mid Cap ETF | $1,545,000 | +49.0% | 6,981 | +39.2% | 0.04% | +35.7% |
| ZBH | Buy | Zimmer Biomet Holdings Inc | $1,452,000 | +8.0% | 9,074 | +4.1% | 0.04% | -2.8% |
| TSLA | Buy | Tesla Inc | $1,394,000 | +96.1% | 2,087 | +107.0% | 0.03% | +78.9% |
| PNC | Buy | PNC Finl Svcs Group Inc | $1,407,000 | +88.6% | 8,017 | +60.0% | 0.03% | +70.0% |
| NUBD | Buy | NuShares ESG US AGG Bond | $1,264,000 | +2.3% | 48,939 | +6.1% | 0.03% | -6.1% |
| HYG | Buy | iShares iBoxx $ High Yield | $1,090,000 | +13.3% | 12,507 | +13.4% | 0.03% | +3.8% |
| ED | Buy | Consolidated Edison Inc | $1,055,000 | +14.8% | 14,101 | +10.9% | 0.03% | +4.0% |
| CASY | Buy | Casey's General Stores Inc | $1,008,000 | +36.2% | 4,659 | +12.6% | 0.02% | +25.0% |
| SRE | Buy | Sempra Energy | $970,000 | +4.3% | 7,321 | +0.3% | 0.02% | -4.0% |
| XLE | Buy | Energy Select Sector SPDR Fund | $939,000 | +99.4% | 19,133 | +54.0% | 0.02% | +76.9% |
| VOO | Buy | Vanguard S&P 500 ETF | $938,000 | +60.6% | 2,575 | +51.5% | 0.02% | +43.8% |
| CMI | Buy | Cummins Inc | $943,000 | +18.3% | 3,639 | +3.6% | 0.02% | +9.5% |
| GILD | Buy | Gilead Sciences Inc | $921,000 | +25.8% | 14,250 | +13.4% | 0.02% | +15.0% |
| NUSC | Buy | NuShares ESG Small Cap | $938,000 | +14.0% | 21,813 | +1.7% | 0.02% | +4.5% |
| BACPRM | Buy | Bank of America Corp PFDpreferred | $903,000 | -0.8% | 33,343 | +0.1% | 0.02% | -12.0% |
| SHY | Buy | iShares Barclays 1-3 Year | $885,000 | +1.6% | 10,262 | +1.8% | 0.02% | -4.3% |
| GSPRJ | Buy | Goldman Sachs GP Div 5.5 PFDpreferred | $889,000 | -1.0% | 32,894 | +0.1% | 0.02% | -8.3% |
| MSPRL | Buy | Morgan Stanley PFDpreferred | $849,000 | -1.3% | 32,313 | +0.1% | 0.02% | -8.7% |
| TFCPRH | Buy | Truist Financial Corporationpreferred | $851,000 | -2.3% | 33,550 | +0.1% | 0.02% | -8.7% |
| J | Buy | Jacobs Engineering Group Inc | $822,000 | +40.8% | 6,364 | +18.6% | 0.02% | +25.0% |
| PDBC | Buy | Invesco Opt Yld Diversified | $821,000 | +258.5% | 47,654 | +217.7% | 0.02% | +233.3% |
| EPD | Buy | Enterprise Products Partners | $787,000 | +15.7% | 35,745 | +2.9% | 0.02% | +5.6% |
| VSS | Buy | Vanguard FTSE All World Ex-US | $761,000 | +5.8% | 5,925 | +0.4% | 0.02% | 0.0% |
| DD | Buy | DUPONT DE NEMOURS INC | $726,000 | +10.5% | 9,391 | +1.5% | 0.02% | 0.0% |
| IP | Buy | International Paper | $748,000 | +12.3% | 13,818 | +3.1% | 0.02% | 0.0% |
| SYY | Buy | Sysco Corp | $749,000 | +7.2% | 9,505 | +1.0% | 0.02% | -5.3% |
| SUSB | Buy | iShares ESG Aware 1-5 Year USD | $673,000 | +6.8% | 25,898 | +7.6% | 0.02% | -5.9% |
| EBAY | Buy | Ebay Inc | $672,000 | +148.0% | 10,976 | +102.9% | 0.02% | +128.6% |
| YUM | Buy | Yum Brands Inc | $655,000 | +17.4% | 6,058 | +17.9% | 0.02% | +6.7% |
| ARKW | Buy | ARK Next Generation internet | $618,000 | +5.6% | 4,190 | +4.8% | 0.02% | -6.2% |
| BIL | Buy | SPDR Blmbg Barclays 1-3 Mth | $617,000 | +0.7% | 6,745 | +0.7% | 0.02% | -11.8% |
| SCHO | Buy | Schwab Short-Term US ETF | $577,000 | +1.2% | 11,239 | +1.3% | 0.01% | -6.7% |
| DRI | Buy | Darden Restaurants Inc | $546,000 | +25.5% | 3,848 | +5.3% | 0.01% | +8.3% |
| PEG | Buy | Public Service Enterprise | $491,000 | +11.1% | 8,144 | +7.5% | 0.01% | 0.0% |
| PAA | Buy | Plains All Amern Pipeline LP | $505,000 | +18.3% | 55,504 | +7.2% | 0.01% | +9.1% |
| DAL | New | Delta Air Lines Inc | $399,000 | – | 8,255 | +100.0% | 0.01% | – |
| HAS | Buy | Hasbro Inc | $406,000 | +3.0% | 4,224 | +0.2% | 0.01% | -9.1% |
| WEC | Buy | WEC Energy Group INC | $393,000 | +1.8% | 4,196 | +0.3% | 0.01% | 0.0% |
| BRKS | Buy | Brooks Automation Inc | $428,000 | +20.9% | 5,242 | +0.6% | 0.01% | 0.0% |
| SPGI | New | S&P Global Inc. | $376,000 | – | 1,068 | +100.0% | 0.01% | – |
| TMUS | Buy | T-Mobile US | $317,000 | -5.7% | 2,534 | +1.7% | 0.01% | -11.1% |
| MRO | Buy | Marathon Oil Corp | $327,000 | +60.3% | 30,648 | +0.3% | 0.01% | +60.0% |
| ARKK | Buy | ARK Innovation ETF | $319,000 | +11.9% | 2,660 | +16.2% | 0.01% | 0.0% |
| BBY | Buy | Best Buy Inc | $286,000 | +15.8% | 2,490 | +0.6% | 0.01% | 0.0% |
| FTV | New | Fortive Corp | $269,000 | – | 3,799 | +100.0% | 0.01% | – |
| DFS | Buy | Discover Financial Services | $286,000 | +8.3% | 3,004 | +3.2% | 0.01% | 0.0% |
| ZTS | Buy | Zoetis Inc | $306,000 | -3.5% | 1,945 | +1.4% | 0.01% | -22.2% |
| PKG | Buy | Packaging Corp Amer | $238,000 | +14.4% | 1,772 | +17.4% | 0.01% | 0.0% |
| YUMC | New | Yum China Holding Inc | $265,000 | – | 4,474 | +100.0% | 0.01% | – |
| NUMV | New | NuShares ESG Mid-Cap Value | $237,000 | – | 6,873 | +100.0% | 0.01% | – |
| CTVA | Buy | Corteva Inc | $256,000 | +23.7% | 5,496 | +2.8% | 0.01% | 0.0% |
| NET | Buy | CloudFlare Inc | $264,000 | -2.2% | 3,755 | +5.6% | 0.01% | -14.3% |
| SAM | Buy | Boston Beer Inc | $253,000 | +24.0% | 210 | +2.4% | 0.01% | +20.0% |
| NI | New | Nisource Inc | $210,000 | – | 8,715 | +100.0% | 0.01% | – |
| WAT | New | Waters Corp | $201,000 | – | 708 | +100.0% | 0.01% | – |
| New | Kansas City Life Insurance Co | $214,000 | – | 4,845 | +100.0% | 0.01% | – | |
| LNC | New | Lincoln National Corp | $225,000 | – | 3,627 | +100.0% | 0.01% | – |
| EXPE | New | Expedia Group Inc | $209,000 | – | 1,216 | +100.0% | 0.01% | – |
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 2021-04-15
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.