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Portfolio (Quarterly) Guide ↗

UMB Bank, n.a.

· CIK 0000933429
13F Portfolio $7.2B AUM 3,145 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 91 New 998 Added 756 Reduced 86 Exited
Page 38 of 38  ·  756 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 INN SUMMIT HOTEL PPTYS Real Estate 161.0 $712.0 -1K -89.6% $4.42 +22.1%
742 HAFC HANMI FINL CORP Financial Services 26.0 $685.0 -73.0 -73.7% $26.35 +11.2%
743 WGO WINNEBAGO INDS INC Consumer Cyclical 21.0 $651.0 -98.0 -82.3% $31.00 -3.6%
744 METALLUS INC 35.0 $572.0 -3.0 -7.9% $16.34
745 TWI TITAN INTL INC ILL Industrials 81.0 $560.0 -257.0 -76.0% $6.91 +12.5%
746 LBRDK LIBERTY BROADBAND CORP Communication Services 10.0 $503.0 -2K -99.5% $50.30 -31.3%
747 HHH HOWARD HUGHES HOLDINGS INC Real Estate 7.0 $443.0 -9.0 -56.2% $63.29 +2.2%
748 TPG TPG INC Financial Services 10.0 $405.0 -6.0 -37.5% $40.50 +6.8%
749 ESTC ELASTIC N V Technology 8.0 $400.0 -1.0 -11.1% $50.00 -0.4%
750 CARS CARS COM INC Consumer Cyclical 48.0 $390.0 -447.0 -90.3% $8.12 +21.2%
751 BROWN FORMAN CORP 12.0 $321.0 -27.0 -69.2% $26.75
752 FRHC FREEDOM HOLDING CORP Financial Services 2.0 $290.0 -2.0 -50.0% $145.00 -2.3%
753 FWRD FORWARD AIR CORP Industrials 14.0 $234.0 -194.0 -93.3% $16.71 -43.8%
754 KREF KKR REAL ESTATE FIN TR INC Real Estate 38.0 $233.0 -373.0 -90.8% $6.13 +5.8%
755 LCID LUCID GROUP INC Consumer Cyclical 24.0 $229.0 -161.0 -87.0% $9.54 -34.3%
756 ZG ZILLOW GROUP INC Communication Services 4.0 $166.0 -4.0 -50.0% $41.50 -8.8%
Page 38 of 38  ·  756 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.0%
Technology 24.2%
Consumer Cyclical 10.5%
Healthcare 8.2%
Industrials 7.8%
Communication Services 7.4%
Consumer Defensive 6.3%
Energy 4.2%
Utilities 2.9%
Basic Materials 1.9%