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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 79 of 115  ·  2,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 IX ORIX CORP Financial Services 740.0 $22K $29.99 +30.9%
1562 EGY VAALCO ENERGY INC Energy 3,500.0 $22K -100.0 -2.8% $6.34 -7.4%
1563 GCI LIBERTY INC 596.0 $22K $37.21
1564 RDN RADIAN GROUP INC Financial Services 670.0 $22K -208.0 -23.7% $33.08 +13.7%
1565 ARM ARM HOLDINGS PLC Technology 146.0 $22K NEW $151.28 +97.1%
1566 ETF OPPORTUNITIES TRUST 2,000.0 $22K -16K -88.6% $11.03
1567 AGYS AGILYSYS INC Technology 310.0 $22K +54.0 +21.1% $71.14 +11.8%
1568 LRN STRIDE INC Consumer Defensive 250.0 $22K +162.0 +184.1% $88.17 -0.6%
1569 MTRN MATERION CORP Basic Materials 152.0 $22K +10.0 +7.0% $144.65 +45.3%
1570 AZZ AZZ INC Industrials 175.0 $22K +1.0 +0.6% $125.13 +9.5%
1571 SON SONOCO PRODS CO Consumer Cyclical 403.0 $22K +11.0 +2.8% $54.09 -11.3%
1572 MWA MUELLER WTR PRODS INC Industrials 792.0 $22K +126.0 +18.9% $27.49 -8.6%
1573 BKU BANKUNITED INC Financial Services 481.0 $22K $45.16 +2.6%
1574 MIR MIRION TECHNOLOGIES INC Industrials 1,166.0 $22K -178.0 -13.2% $18.59 -5.3%
1575 TDS TELEPHONE & DATA SYS INC Communication Services 514.0 $22K +9.0 +1.8% $42.10 -1.2%
1576 SFBS SERVISFIRST BANCSHARES INC Financial Services 297.0 $22K +25.0 +9.2% $72.83 +6.0%
1577 DAN DANA INC Consumer Cyclical 642.0 $22K -8.0 -1.2% $33.65 +0.6%
1578 OPLN OPENLANE INC Consumer Cyclical 738.0 $22K +12.0 +1.6% $29.15 +20.2%
1579 CRGY CRESCENT ENERGY COMPANY Energy 1,593.0 $22K -527.0 -24.9% $13.50 -3.0%
1580 INDB INDEPENDENT BK CORP MASS Financial Services 285.0 $21K +2.0 +0.7% $75.21 +4.6%
Page 79 of 115  ·  2,284 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%