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Livermore
Livermore
ZHEN

Umb Bank N A

SEC CIK
0000933429
Latest filing
Aug 13, 2026

The latest 13F from Umb Bank N A covers Q2 2026 (filed Aug 13, 2026): 2,303 long positions worth $7.90B. The top 10 holdings make up 36.3% of the portfolio, and the largest is Umb Financial Corp (UMBF) at 8.5%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
95
Est. +$10.3M
Added
1001
Est. +$120.2M
Reduced
851
Est. −$274.9M
Sold out
76
Est. −$7.23M

Top 5 holdings

Share of this quarter's portfolio value

  1. UMBFUmb Financial Corp
    8.5%$667.4MHistory
  2. iShares Core S&P 500 ETF464287200
    6.9%$541.6M
  3. AAPLApple Inc.
    4.3%$335.9MHistory
  4. NVDANVIDIA Corp
    3.3%$263.3MHistory
  5. GOOGLAlphabet Inc.
    3.2%$252.1MHistory

Share of portfolio

Top 5 holdings and the other 2,298 positions, by share of portfolio value

  1. UMBF8.5%
  2. iShares Core S&P 500 ETF6.9%
  3. AAPL4.3%
  4. NVDA3.3%
  5. GOOGL3.2%
  6. Other 2,298 positions73.9%

Biggest buys

New and added positions, by estimated amount bought

  1. INTCIntel Corp
    +$17.7MAddedHistory
  2. ISRGIntuitive Surgical Inc
    +$13.4MAddedHistory
  3. CRWDCrowdStrike Holdings, Inc.
    +$8.49MAddedHistory
  4. PLTRPalantir Technologies Inc.
    +$6.37MAddedHistory
  5. MRVLMarvell Technology, Inc.
    +$5.59MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. MUMicron Technology Inc
    +0.33 pp0.2% → 0.5%History
  2. iShares Core S&P 500 ETF464287200
    +0.29 pp6.6% → 6.9%
  3. INTCIntel Corp
    +0.28 pp<0.1% → 0.3%History
  4. MRVLMarvell Technology, Inc.
    +0.19 pp0.1% → 0.3%History
  5. GEVGE Vernova Inc.
    +0.17 pp0.5% → 0.7%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. HONHoneywell International Inc
    −$25.7MReducedHistory
  2. JPMJPMorgan Chase & Co
    −$15.9MReducedHistory
  3. AAPLApple Inc.
    −$14.5MReducedHistory
  4. PHParker-Hannifin Corp
    −$10.4MReducedHistory
  5. CVXChevron Corp
    −$8.36MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. CVXChevron Corp
    −0.41 pp1.1% → 0.7%History
  2. HONHoneywell International Inc
    −0.35 pp0.4% → <0.1%History
  3. XOMExxonMobil Holdings Corp
    −0.26 pp0.9% → 0.7%History
  4. MSFTMicrosoft Corp
    −0.25 pp2.7% → 2.4%History
  5. WMTWalmart Inc.
    −0.20 pp1.1% → 0.9%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$7.90B
+$732.2M (+10.2%) vs. prior quarter
Positions
2,303
+19 vs. prior quarter
Top 10 concentration
36.3%
Top 10 as share of value
Turnover
1.7%
Q2 2026, one quarter
Average holding period
20.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $7.92B (Q4 2021)

Q1 2021: $4.09BQ2 2021: $4.37BQ3 2021: $4.45BQ4 2021: $7.92BQ1 2022: $7.56BQ2 2022: $6.42BQ3 2022: $5.93BQ4 2022: $6.33BQ1 2023: $6.25BQ2 2023: $6.59BQ3 2023: $6.23BQ4 2023: $6.84BQ1 2024: $6.31BQ2 2024: $6.10BQ3 2024: $6.42BQ4 2024: $6.32BQ1 2025: $6.07BQ2 2025: $6.42BQ3 2025: $6.80BQ4 2025: $7.52BQ1 2026: $7.16BQ2 2026: $7.90B
Q1 2021Q2 2026
13F filings of Umb Bank N A by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 13, 20262,303$7.90BUMBFiShares Core S&P 500 ETFAAPLvs. Q1 2026SEC
Q1 2026May 11, 20262,284$7.16BUMBFiShares Core S&P 500 ETFAAPLvs. Q4 2025SEC
Q4 2025Feb 13, 20262,279$7.52BUMBFiShares Core S&P 500 ETFAAPLvs. Q3 2025SEC
Q3 2025Nov 4, 20252,152$6.80BUMBFiShares Core S&P 500 ETFAAPLvs. Q2 2025SEC
Q2 2025Jul 11, 2025Amended2,125$6.42BUMBFiShares Core S&P 500 ETFMSFTvs. Q1 2025SEC
Q1 2025Apr 14, 20252,105$6.07BUMBFiShares Core S&P 500 ETFAAPLvs. Q4 2024SEC
Q4 2024Jan 16, 20252,063$6.32BUMBFAAPLiShares Core S&P 500 ETFvs. Q3 2024SEC
Q3 2024Oct 9, 20242,136$6.42BUMBFiShares Core S&P 500 ETFAAPLvs. Q2 2024SEC
Q2 2024Jul 29, 20242,131$6.10BUMBFiShares Core S&P 500 ETFAAPLvs. Q1 2024SEC
Q1 2024Apr 26, 20242,144$6.31BUMBFiShares Core S&P 500 ETFMSFTvs. Q4 2023SEC
Q4 2023Jan 23, 20241,607$6.84BUMBFBRK.AAAPLvs. Q3 2023SEC
Q3 2023Oct 18, 20231,689$6.23BUMBFBRK.AAAPLvs. Q2 2023SEC
Q2 2023Jul 25, 20231,680$6.59BUMBFBRK.AAAPLvs. Q1 2023SEC
Q1 2023Apr 11, 20231,695$6.25BBRK.AUMBFAAPLvs. Q4 2022SEC
Q4 2022Jan 10, 20231,752$6.33BUMBFBRK.AiShares Core S&P 500 ETFvs. Q3 2022SEC
Q3 2022Oct 13, 20221,799$5.93BUMBFBRK.AiShares Core S&P 500 ETFvs. Q2 2022SEC
Q2 2022Jul 20, 20221,946$6.42BUMBFBRK.AiShares Core S&P 500 ETFvs. Q1 2022SEC
Q1 2022Apr 22, 20222,023$7.56BUMBFBRK.AAAPLvs. Q4 2021SEC
Q4 2021Feb 9, 20222,012$7.92BUMBFBRK.AiShares Core S&P 500 ETFvs. Q3 2021SEC
Q3 2021Oct 18, 2021383$4.45BUMBFiShares Core S&P 500 ETFAAPLvs. Q2 2021SEC
Q2 2021Jul 26, 2021380$4.37BUMBFiShares Core S&P 500 ETFAAPLvs. Q1 2021SEC
Q1 2021Apr 15, 2021365$4.09BUMBFiShares Core S&P 500 ETFAAPL–SEC