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Arizona State Retirement System’s UMB Financial UMBF Stock Holding History

Arizona State Retirement System’s Portfolio UMBF Stock Details UMBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.35M Sell
20,863
-191
-0.9% -$23K 0.01% 673
2025
Q4 		$2.42M Sell
21,054
-1,354
-6% -$153K 0.01% 679
2025
Q3 		$2.65M Buy
22,408
+1,218
+6% +$140K 0.01% 670
2025
Q2 		$2.23M Buy
21,190
+442
+2% +$44.1K 0.01% 719
2025
Q1 		$2.1M Buy
20,748
+7,329
+55% +$808K 0.01% 715
2024
Q4 		$1.51M Buy
13,419
+84
+0.6% +$9.71K 0.01% 901
2024
Q3 		$1.4M Buy
13,335
+373
+3% +$36.4K 0.01% 937
2024
Q2 		$1.08M Buy
12,962
+291
+2% +$23.9K 0.01% 991
2024
Q1 		$1.1M Sell
12,671
-215
-2% -$17.5K 0.01% 999
2023
Q4 		$1.08M Sell
12,886
-235
-2% -$16.5K 0.01% 1008
2023
Q3 		$814K Buy
13,121
+178
+1% +$11.6K 0.01% 1098
2023
Q2 		$788K Sell
12,943
-355
-3% -$21.2K 0.01% 1156
2023
Q1 		$768K Buy
13,298
+349
+3% +$28.4K 0.01% 1153
2022
Q4 		$1.08M Buy
12,949
+453
+4% +$38.1K 0.01% 943
2022
Q3 		$1.05M Buy
12,496
+21
+0.2% +$1.9K 0.01% 901
2022
Q2 		$1.07M Buy
12,475
+56
+0.5% +$5.08K 0.01% 927
2022
Q1 		$1.21M Buy
12,419
+57
+0.5% +$5.82K 0.01% 966
2021
Q4 		$1.31M Sell
12,362
-139
-1% -$14.3K 0.01% 947
2021
Q3 		$1.21M Buy
12,501
+104
+0.8% +$9.49K 0.01% 987
2021
Q2 		$1.15M Sell
12,397
-886
-7% -$84.2K 0.01% 1011
2021
Q1 		$1.23M Buy
13,283
+52
+0.4% +$4.3K 0.01% 979
2020
Q4 		$913K Sell
13,231
-568
-4% -$36.4K 0.01% 1102
2020
Q3 		$676K Buy
13,799
+3,273
+31% +$165K 0.01% 1135
2020
Q2 		$543K Sell
10,526
-423
-4% -$20.7K 0.01% 1082
2020
Q1 		$508K Sell
10,949
-13,549
-55% -$824K 0.01% 997
2019
Q4 		$1.68M Sell
24,498
-2,413
-9% -$160K 0.02% 838
2019
Q3 		$1.74M Sell
26,911
-5,140
-16% -$332K 0.02% 953
2019
Q2 		$2.11M Buy
32,051
+350
+1% +$23.1K 0.02% 961
2019
Q1 		$2.03M Sell
31,701
-517
-2% -$34.2K 0.02% 983
2018
Q4 		$1.96M Buy
32,218
+204
+0.6% +$13.2K 0.03% 939
2018
Q3 		$2.27M Buy
32,014
+1,431
+5% +$107K 0.02% 974
2018
Q2 		$2.33M Buy
30,583
+798
+3% +$61.3K 0.02% 927
2018
Q1 		$2.16M Sell
29,785
-1,800
-6% -$135K 0.02% 973
2017
Q4 		$2.27M Buy
31,585
+6,680
+27% +$491K 0.02% 982
2017
Q3 		$1.85M Buy
24,905
+6,405
+35% +$448K 0.02% 749
2017
Q2 		$1.39M Buy
18,500
+300
+2% +$22K 0.02% 772
2017
Q1 		$1.37M Buy
18,200
+600
+3% +$45.9K 0.02% 757
2016
Q4 		$1.36M Sell
17,600
-4,959
-22% -$345K 0.02% 757
2016
Q3 		$1.34M Buy
22,559
+700
+3% +$40.1K 0.02% 712
2016
Q2 		$1.16M Buy
21,859
+300
+1% +$16.3K 0.02% 774
2016
Q1 		$1.11M Buy
21,559
+500
+2% +$24K 0.01% 841
2015
Q4 		$980K Buy
21,059
+1,000
+5% +$50.5K 0.01% 885
2015
Q3 		$1.02M Buy
+20,059
New +$1.06M 0.01% 855
2014
Q4 		$1.5M Buy
26,385
+100
+0.4% +$5.63K 0.02% 861
2014
Q3 		$1.43M Sell
26,285
-500
-2% -$28.9K 0.02% 848
2014
Q2 		$1.7M Buy
26,785
+300
+1% +$17.9K 0.02% 827
2014
Q1 		$1.71M Sell
26,485
-3,300
-11% -$206K 0.02% 783
2013
Q4 		$1.91M Sell
29,785
-3,300
-10% -$200K 0.02% 767
2013
Q3 		$1.8M Buy
33,085
+3,800
+13% +$222K 0.02% 798
2013
Q2 		$1.63M Buy
+29,285
New +$1.49M 0.02% 800

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Arizona State Retirement System's UMBF Position: Q1 2026 in Review

Arizona State Retirement System reduced its UMB Financial (UMBF) stake by 0.91% in Q1 2026, selling an estimated $23K and leaving 20,863 shares worth $2.35M. The position accounts for 0.01% of the portfolio, ranked #673.

Arizona State Retirement System first reported a position in UMBF in Q2 2013 and has held it in 50 quarters since. The position peaked at $2.65M in Q3 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Arizona State Retirement System held 20,863 shares of UMB Financial worth $2.35M as of Q1 2026.
  • Arizona State Retirement System sold 191 UMB Financial shares in Q1 2026, an estimated $23K.
  • UMB Financial made up 0.01% of Arizona State Retirement System's portfolio in Q1 2026, its #673 holding.
  • Arizona State Retirement System first reported a position in UMB Financial in Q2 2013 and has held it in 50 quarters since.
  • Arizona State Retirement System's UMB Financial position peaked at $2.65M in Q3 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Arizona State Retirement System's 13F filing for Q1 2026, filed 1 May 2026.