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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 87 of 115  ·  2,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 LYG LLOYDS BANKING GROUP PLC Financial Services 2,804.0 $14K $5.03 +2.6%
1722 RRR RED ROCK RESORTS INC Consumer Cyclical 264.0 $14K +6.0 +2.3% $53.36 -3.3%
1723 TRMK TRUSTMARK CORP Financial Services 334.0 $14K +18.0 +5.7% $42.14 +4.0%
1724 CALY CALLAWAY GOLF CO Consumer Cyclical 1,014.0 $14K +20.0 +2.0% $13.88 +12.1%
1725 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 257.0 $14K -6.0 -2.3% $54.75 +10.1%
1726 PLAB PHOTRONICS INC Technology 347.0 $14K +22.0 +6.8% $40.41 +13.3%
1727 QTWO Q2 HLDGS INC Technology 296.0 $14K -23.0 -7.2% $47.30 -0.1%
1728 CALX CALIX INC Technology 285.0 $14K +62.0 +27.8% $48.99 -21.7%
1729 ECPG ENCORE CAP GROUP INC Financial Services 199.0 $14K +2.0 +1.0% $70.12 +15.1%
1730 MCY MERCURY GENL CORP NEW Financial Services 158.0 $14K +5.0 +3.3% $88.15 +15.1%
1731 SFNC SIMMONS FIRST NATL CORP Financial Services 716.0 $14K $19.45 +7.0%
1732 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 537.0 $14K +10.0 +1.9% $25.90 -33.1%
1733 PRK PARK NATL CORP Financial Services 85.0 $14K +1.0 +1.2% $163.45 +2.0%
1734 CPT CAMDEN PPTY TR Real Estate 142.0 $14K +6.0 +4.4% $97.66 +7.6%
1735 BNS BANK NOVA SCOTIA B C Financial Services 200.0 $14K $69.31 +13.9%
1736 NBTB NBT BANCORP INC Financial Services 324.0 $14K +43.0 +15.3% $42.58 +5.2%
1737 FIBK FIRST INTST BANCSYSTEM INC Financial Services 413.0 $14K +74.0 +21.8% $33.40 +2.9%
1738 ANDE ANDERSONS INC Consumer Defensive 191.0 $14K $71.78 -1.6%
1739 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 584.0 $14K +516.0 +758.8% $23.39 +2.9%
1740 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 158.0 $14K -52.0 -24.8% $86.44 +32.0%
Page 87 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%