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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 86 of 115  ·  2,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 867.0 $15K $16.97 +14.6%
1702 WEN WENDYS CO Consumer Cyclical 2,111.0 $15K +763.0 +56.6% $6.95 +16.8%
1703 VICR VICOR CORP Technology 91.0 $15K -43.0 -32.1% $161.00 +51.2%
1704 GEO GEO GROUP INC Industrials 869.0 $15K -23.0 -2.6% $16.81 +35.7%
1705 ADEA ADEIA INC Technology 607.0 $15K +148.0 +32.2% $24.03 +9.9%
1706 CCS CENTURY COMMUNITIES INC Consumer Cyclical 254.0 $15K -15.0 -5.6% $57.38 -12.1%
1707 AMR ALPHA METALLURGICAL RESOUR I Energy 71.0 $15K +1.0 +1.4% $205.27 -14.9%
1708 ITUB ITAU UNIBANCO HLDG SA Financial Services 1,739.0 $15K $8.38 -8.4%
1709 NTCT NETSCOUT SYS INC Technology 458.0 $15K +30.0 +7.0% $31.79 +22.7%
1710 BANC BANC OF CALIFORNIA INC Financial Services 826.0 $15K +209.0 +33.9% $17.58 +6.9%
1711 VGSH VANGUARD SCOTTSDALE FDS 248.0 $15K -222.0 -47.2% $58.54 -0.5%
1712 SPSC SPS COMM INC Technology 260.0 $14K -75.0 -22.4% $55.67 -5.7%
1713 NSIT INSIGHT ENTERPRISES INC Technology 215.0 $14K +4.0 +1.9% $67.01 +32.1%
1714 PHO INVESCO EXCHANGE TRADED FD T 215.0 $14K $66.86 -3.0%
1715 AMN AMN HEALTHCARE SVCS INC Healthcare 779.0 $14K +63.0 +8.8% $18.34 +46.5%
1716 CNS COHEN & STEERS INC Financial Services 228.0 $14K +184.0 +418.2% $62.55 +14.6%
1717 FRT FEDERAL RLTY INVT TR NEW Real Estate 134.0 $14K $106.21 +8.1%
1718 NTST NETSTREIT CORP Real Estate 755.0 $14K $18.83 +8.8%
1719 PENN PENN ENTERTAINMENT INC Consumer Cyclical 941.0 $14K +267.0 +39.6% $15.03 +7.3%
1720 PRGO PERRIGO CO PLC Healthcare 1,314.0 $14K -650.0 -33.1% $10.74 -1.2%
Page 86 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%