1y return+17.6%S&P 500 +20.9%
3y return+60.6%S&P 500 +68.5%
5y return+57.9%S&P 500 +74.5%
10y return+190.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $290 against $357 in the S&P 500.2
UMB Bank, n.a.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| UMBFUmb Finl Corp | $667.4M | 8.5% | −1.0% |
| IVVIshares Tr | $541.6M | 6.9% | |
| AAPLApple Inc | $335.9M | 4.3% | −4.1% |
| NVDANvidia Corporation | $263.3M | 3.3% | −1.1% |
| GOOGLAlphabet Inc | $252.1M | 3.2% | −2.0% |
| MSFTMicrosoft Corp | $191.1M | 2.4% | |
| AVGOBroadcom Inc | $176.5M | 2.2% | −1.3% |
| AMZNAmazon Com Inc | $172.0M | 2.2% | −1.1% |
| IEFAIshares Tr | $133.7M | 1.7% | +1.8% |
| IJHIshares Tr | $131.9M | 1.7% | −3.1% |
| JPMJpmorgan Chase & Co | $127.4M | 1.6% | −11.1% |
| IWRIshares Tr | $111.7M | 1.4% | +4.9% |
| BRK/ABerkshire Hathaway Inc Del | $108.6M | 1.4% | |
| PGRProgressive Corp | $94.3M | 1.2% | |
| JNJJohnson & Johnson | $92.8M | 1.2% | |
| LLYEli Lilly & Co | $91.8M | 1.2% | −1.9% |
| VUGVanguard Index Fds | $85.8M | 1.1% | −3.6% |
| COSTCostco Wholesale Corporation | $81.6M | 1.0% | −1.4% |
| BRK/BBerkshire Hathaway Inc Del | $80.7M | 1.0% | −2.0% |
| VTVVanguard Index Fds | $80.5M | 1.0% | −2.9% |
| IJRIshares Tr | $77.5M | 1.0% | −4.7% |
| TJXTjx Cos Inc New | $74.8M | 0.9% | +3.1% |
| CATCaterpillar Inc | $72.5M | 0.9% | −1.1% |
| WMTWalmart Inc | $69.7M | 0.9% | −1.7% |
| VEAVanguard Tax-managed Fds | $68.6M | 0.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $263.3M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $176.5M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $72.5M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $91.8M |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $53.9M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $252.1M |
| AMDAdvanced Micro Devices Inc | December 31, 2021 | +303.7% | $49.5M |
| APHAmphenol Corp | December 31, 2021 | +303.2% | $55.7M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $127.4M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $335.9M |
Sold off last quarter
- ECVTEcovyst Inc was $3.5M
- PZAInvesco Exch Traded Fd Tr II was $796K
- Esperion Therapeutics Inc NeCUSIP 29664W105 was $466K
- Dupont De Nemours IncCUSIP 26614N102 was $359K
- Carnival CorpCUSIP 143658300 was $346K
- Sealed Air Corp NewCUSIP 81211K100 was $277K
- SPHQInvesco Exchange Traded Fd T was $199K
- CTRACoterra Energy Inc was $166K
- Cantaloupe IncCUSIP 138103106 was $165K
- VGUSVanguard Instl Index Fd was $114K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.4% | +14.8% |
| March 31, 2026 | −2.9% | −4.6% |
| December 31, 2025 | +1.1% | +2.4% |
| September 30, 2025 | +7.5% | +7.8% |
| June 30, 2025 | +7.1% | +10.5% |
| March 31, 2025 | −3.4% | −4.6% |
| December 31, 2024 | +1.5% | +2.1% |
| September 30, 2024 | +7.7% | +5.4% |
| June 30, 2024 | +1.9% | +4.0% |
| March 31, 2024 | +9.0% | +10.0% |
| December 31, 2023 | +11.8% | +11.2% |
| September 30, 2023 | −2.6% | −3.6% |
| June 30, 2023 | +5.8% | +8.3% |
| March 31, 2023 | +1.2% | +7.0% |
| December 31, 2022 | +8.5% | +7.1% |
| September 30, 2022 | −4.9% | −5.3% |
| June 30, 2022 | −14.9% | −16.5% |
| March 31, 2022 | −4.4% | −4.9% |
| December 31, 2021 | +9.3% | +10.7% |
| September 30, 2021 | +0.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: UMB Bank, n.a. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=933429&type=13F-HR&dateb=&owner=include&count=40CIK 933429
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/933429/000093342926000033/Filed August 13, 2026 · accession 0000933429-26-000033