California Public Employees Retirement System’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15M | Buy |
132,821
+4,928
| +4% | +$593K | 0.01% | 730 |
|
|
2025
Q4 | $14.7M | Buy |
127,893
+180
| +0.1% | +$20.4K | 0.01% | 740 |
|
|
2025
Q3 | $15.1M | Buy |
127,713
+6,093
| +5% | +$702K | 0.01% | 741 |
|
|
2025
Q2 | $12.8M | Buy |
121,620
+24,656
| +25% | +$2.46M | 0.01% | 771 |
|
|
2025
Q1 | $9.8M | Buy |
96,964
+13,443
| +16% | +$1.48M | 0.01% | 845 |
|
|
2024
Q4 | $9.43M | Sell |
83,521
-5,579
| -6% | -$645K | 0.01% | 892 |
|
|
2024
Q3 | $9.37M | Buy |
89,100
+2,401
| +3% | +$234K | 0.01% | 936 |
|
|
2024
Q2 | $7.23M | Sell |
86,699
-5,398
| -6% | -$443K | 0.01% | 973 |
|
|
2024
Q1 | $8.01M | Buy |
92,097
+1,194
| +1% | +$97.1K | 0.01% | 971 |
|
|
2023
Q4 | $7.59M | Sell |
90,903
-8,162
| -8% | -$574K | 0.01% | 975 |
|
|
2023
Q3 | $6.15M | Sell |
99,065
-1,638
| -2% | -$106K | 0.01% | 1020 |
|
|
2023
Q2 | $6.13M | Sell |
100,703
-869
| -0.9% | -$51.9K | 0.01% | 1023 |
|
|
2023
Q1 | $5.86M | Sell |
101,572
-6,639
| -6% | -$540K | 0.01% | 1035 |
|
|
2022
Q4 | $9.04M | Buy |
108,211
+4,098
| +4% | +$344K | 0.01% | 939 |
|
|
2022
Q3 | $8.78M | Buy |
104,113
+5,897
| +6% | +$534K | 0.01% | 933 |
|
|
2022
Q2 | $8.46M | Hold |
98,216
| – | – | 0.01% | 900 |
|
|
2022
Q1 | $9.54M | Sell |
98,216
-406
| -0.4% | -$41.4K | 0.01% | 962 |
|
|
2021
Q4 | $10.5M | Buy |
98,622
+220
| +0.2% | +$22.7K | 0.01% | 961 |
|
|
2021
Q3 | $9.52M | Sell |
98,402
-622
| -0.6% | -$56.7K | 0.01% | 1023 |
|
|
2021
Q2 | $9.21M | Sell |
99,024
-3,624
| -4% | -$344K | 0.01% | 1070 |
|
|
2021
Q1 | $9.48M | Sell |
102,648
-14,550
| -12% | -$1.2M | 0.01% | 1108 |
|
|
2020
Q4 | $8.09M | Buy |
117,198
+17,572
| +18% | +$1.13M | 0.01% | 1147 |
|
|
2020
Q3 | $4.88M | Buy |
99,626
+2,072
| +2% | +$105K | ﹤0.01% | 1251 |
|
|
2020
Q2 | $5.03M | Sell |
97,554
-3,374
| -3% | -$165K | 0.01% | 1200 |
|
|
2020
Q1 | $4.68M | Sell |
100,928
-26,165
| -21% | -$1.59M | 0.01% | 1082 |
|
|
2019
Q4 | $8.72M | Buy |
127,093
+6,135
| +5% | +$407K | 0.01% | 1057 |
|
|
2019
Q3 | $7.81M | Buy |
120,958
+43,212
| +56% | +$2.79M | 0.01% | 990 |
|
|
2019
Q2 | $5.12M | Sell |
77,746
-11,679
| -13% | -$770K | 0.01% | 1104 |
|
|
2019
Q1 | $5.73M | Sell |
89,425
-9,717
| -10% | -$642K | 0.01% | 1085 |
|
|
2018
Q4 | $6.04M | Sell |
99,142
-1,203
| -1% | -$78K | 0.01% | 1008 |
|
|
2018
Q3 | $7.11M | Sell |
100,345
-5,425
| -5% | -$407K | 0.01% | 1081 |
|
|
2018
Q2 | $8.06M | Buy |
105,770
+20,902
| +25% | +$1.61M | 0.01% | 1008 |
|
|
2018
Q1 | $6.14M | Buy |
84,868
+7,764
| +10% | +$582K | 0.01% | 1187 |
|
|
2017
Q4 | $5.54M | Buy |
77,104
+8,155
| +12% | +$599K | 0.01% | 1310 |
|
|
2017
Q3 | $5.14M | Buy |
68,949
+5,810
| +9% | +$407K | 0.01% | 1297 |
|
|
2017
Q2 | $4.73M | Sell |
63,139
-7,400
| -10% | -$542K | 0.01% | 1317 |
|
|
2017
Q1 | $5.31M | Sell |
70,539
-1,100
| -2% | -$84.2K | 0.01% | 1232 |
|
|
2016
Q4 | $5.53M | Sell |
71,639
-7,600
| -10% | -$528K | 0.01% | 1215 |
|
|
2016
Q3 | $4.71M | Sell |
79,239
-3,900
| -5% | -$223K | 0.01% | 1343 |
|
|
2016
Q2 | $4.42M | Buy |
83,139
+800
| +1% | +$43.5K | 0.01% | 1384 |
|
|
2016
Q1 | $4.25M | Sell |
82,339
-2,300
| -3% | -$110K | 0.01% | 1398 |
|
|
2015
Q4 | $3.94M | Buy |
84,639
+1,200
| +1% | +$60.6K | 0.01% | 1463 |
|
|
2015
Q3 | $4.24M | Buy |
83,439
+9,700
| +13% | +$512K | 0.01% | 1377 |
|
|
2015
Q2 | $4.21M | Buy |
73,739
+300
| +0.4% | +$16.1K | 0.01% | 1506 |
|
|
2015
Q1 | $3.82M | Hold |
73,439
| – | – | 0.01% | 1626 |
|
|
2014
Q4 | $3.82M | Buy |
73,439
+2,500
| +4% | +$141K | 0.01% | 1626 |
|
|
2014
Q3 | $3.87M | Buy |
70,939
+2,500
| +4% | +$144K | 0.01% | 1596 |
|
|
2014
Q2 | $4.34M | Sell |
68,439
-2,800
| -4% | -$167K | 0.01% | 1565 |
|
|
2014
Q1 | $4.58M | Buy |
71,239
+5,718
| +9% | +$357K | 0.01% | 1481 |
|
|
2013
Q4 | $4.24M | Sell |
65,521
-4,736
| -7% | -$288K | 0.01% | 1541 |
|
|
2013
Q3 | $3.82M | Buy |
70,257
+10,500
| +18% | +$612K | 0.01% | 1451 |
|
|
2013
Q2 | $3.33M | Buy |
+59,757
| New | +$3.04M | 0.01% | 1400 |
|
Other funds holding UMBF
UB
VPM
VCM
California Public Employees Retirement System's UMBF Position: Q1 2026 in Review
California Public Employees Retirement System increased its UMB Financial (UMBF) stake by 3.9% in Q1 2026, buying an estimated $593K and bringing the position to 132,821 shares worth $15M. The position accounts for 0.01% of the portfolio, ranked #730.
California Public Employees Retirement System first reported a position in UMBF in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.1M in Q3 2025. 450 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.
- California Public Employees Retirement System held 132,821 shares of UMB Financial worth $15M as of Q1 2026.
- California Public Employees Retirement System bought 4,928 UMB Financial shares in Q1 2026, an estimated $593K.
- UMB Financial made up 0.01% of California Public Employees Retirement System's portfolio in Q1 2026, its #730 holding.
- California Public Employees Retirement System first reported a position in UMB Financial in Q2 2013 and has held it in 52 quarters since.
- California Public Employees Retirement System's UMB Financial position peaked at $15.1M in Q3 2025.
- 450 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.
Based on California Public Employees Retirement System's 13F filing for Q1 2026, filed 6 May 2026.