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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 85 of 115  ·  2,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 BANF BANCFIRST CORP Financial Services 143.0 $16K +19.0 +15.3% $108.50 +2.3%
1682 GTY GETTY RLTY CORP NEW Real Estate 486.0 $15K +10.0 +2.1% $31.80 +2.7%
1683 VTS VITESSE ENERGY INC Energy 849.0 $15K $18.16 +2.0%
1684 NTRA NATERA INC Healthcare 77.0 $15K +26.0 +51.0% $199.99 -2.0%
1685 PTCT PTC THERAPEUTICS INC Healthcare 226.0 $15K -113.0 -33.3% $68.13 +3.0%
1686 BOX BOX INC Technology 651.0 $15K +89.0 +15.8% $23.64 +8.9%
1687 REI RING ENERGY INC Energy 10,000.0 $15K NEW $1.53 -8.5%
1688 DIA STATE STR SPDR DOW JONES IND Financial Services 33.0 $15K $463.18 +8.0%
1689 LCII LCI INDS Consumer Cyclical 124.0 $15K +9.0 +7.8% $122.98 -12.7%
1690 TS TENARIS S A Energy 262.0 $15K $58.18 +4.6%
1691 UE URBAN EDGE PPTYS Real Estate 762.0 $15K -61.0 -7.4% $19.98 +8.7%
1692 IFLN INVESCO EXCH TRADED FD TR II 846.0 $15K $17.94 +1.0%
1693 WAFD WAFD INC Financial Services 483.0 $15K +25.0 +5.5% $31.40 +11.1%
1694 NGVT INGEVITY CORP Basic Materials 212.0 $15K +6.0 +2.9% $71.23 -8.7%
1695 SCHZ SCHWAB STRATEGIC TR 650.0 $15K $23.22 -1.1%
1696 PJT PJT PARTNERS INC Financial Services 107.0 $15K -29.0 -21.3% $139.72 +10.1%
1697 GTIP GOLDMAN SACHS ETF TR 302.0 $15K NEW $49.37 -0.3%
1698 NWL NEWELL BRANDS INC Consumer Defensive 4,306.0 $15K +971.0 +29.1% $3.43 +3.5%
1699 PRDO PERDOCEO ED CORP Consumer Defensive 396.0 $15K +9.0 +2.3% $37.21 -8.9%
1700 VRRM VERRA MOBILITY CORP Technology 1,031.0 $15K +406.0 +65.0% $14.29 -7.1%
Page 85 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%