California State Teachers Retirement System (CalSTRS)
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California State Teachers Retirement System (CalSTRS)’s UMB Financial UMBF Stock Holding History

California State Teachers Retirement System (CalSTRS)’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 		$9.83M Buy
87,178
+15,997
+22% +$1.93M 0.01% 698
2025
Q4 		$8.19M Sell
71,181
-63
-0.1% -$7.14K 0.01% 707
2025
Q3 		$8.43M Buy
71,244
+3,367
+5% +$388K 0.01% 697
2025
Q2 		$7.14M Buy
67,877
+262
+0.4% +$26.1K 0.01% 742
2025
Q1 		$6.84M Buy
67,615
+24,434
+57% +$2.69M 0.01% 737
2024
Q4 		$4.87M Sell
43,181
-511
-1% -$59.1K 0.01% 928
2024
Q3 		$4.59M Sell
43,692
-1,586
-4% -$155K 0.01% 954
2024
Q2 		$3.78M Sell
45,278
-638
-1% -$52.3K ﹤0.01% 1012
2024
Q1 		$3.99M Sell
45,916
-2,612
-5% -$212K 0.01% 1019
2023
Q4 		$4.05M Sell
48,528
-2,001
-4% -$141K 0.01% 1024
2023
Q3 		$3.14M Sell
50,529
-3,460
-6% -$225K ﹤0.01% 1126
2023
Q2 		$3.29M Sell
53,989
-2,716
-5% -$162K ﹤0.01% 1200
2023
Q1 		$3.27M Sell
56,705
-803
-1% -$65.3K ﹤0.01% 1186
2022
Q4 		$4.8M Buy
57,508
+549
+1% +$46.1K 0.01% 975
2022
Q3 		$4.8M Sell
56,959
-1,175
-2% -$106K 0.01% 939
2022
Q2 		$5M Buy
58,134
+279
+0.5% +$25.3K 0.01% 955
2022
Q1 		$5.62M Sell
57,855
-4,853
-8% -$495K 0.01% 991
2021
Q4 		$6.65M Buy
62,708
+1,453
+2% +$150K 0.01% 982
2021
Q3 		$5.92M Buy
61,255
+871
+1% +$79.5K 0.01% 1048
2021
Q2 		$5.62M Sell
60,384
-5,415
-8% -$514K 0.01% 1097
2021
Q1 		$6.08M Sell
65,799
-185
-0.3% -$15.3K 0.01% 1054
2020
Q4 		$4.55M Sell
65,984
-97
-0.1% -$6.22K 0.01% 1166
2020
Q3 		$3.24M Buy
66,081
+309
+0.5% +$15.6K 0.01% 1210
2020
Q2 		$3.39M Sell
65,772
-1,599
-2% -$78.4K 0.01% 1167
2020
Q1 		$3.13M Sell
67,371
-334
-0.5% -$20.3K 0.01% 1059
2019
Q4 		$4.65M Sell
67,705
-1,367
-2% -$90.7K 0.01% 1053
2019
Q3 		$4.46M Buy
69,072
+825
+1% +$53.3K 0.01% 1048
2019
Q2 		$4.49M Sell
68,247
-1,180
-2% -$77.8K 0.01% 1065
2019
Q1 		$4.45M Sell
69,427
-1,544
-2% -$102K 0.01% 1035
2018
Q4 		$4.33M Buy
70,971
+1,601
+2% +$104K 0.01% 984
2018
Q3 		$4.92M Sell
69,370
-25
-0% -$1.88K 0.01% 1034
2018
Q2 		$5.29M Buy
69,395
+420
+0.6% +$32.3K 0.01% 970
2018
Q1 		$4.99M Sell
68,975
-2,419
-3% -$181K 0.01% 973
2017
Q4 		$5.13M Sell
71,394
-1,123
-2% -$82.5K 0.01% 981
2017
Q3 		$5.4M Sell
72,517
-7,702
-10% -$539K 0.01% 937
2017
Q2 		$6M Sell
80,219
-8,255
-9% -$604K 0.01% 921
2017
Q1 		$6.66M Sell
88,474
-4,200
-5% -$321K 0.01% 901
2016
Q4 		$7.15M Sell
92,674
-2,400
-3% -$167K 0.01% 858
2016
Q3 		$5.65M Buy
95,074
+800
+0.8% +$45.8K 0.01% 983
2016
Q2 		$5.02M Buy
94,274
+10,675
+13% +$580K 0.01% 1023
2016
Q1 		$4.32M Buy
83,599
+10,636
+15% +$511K 0.01% 1105
2015
Q4 		$3.4M Buy
72,963
+1,159
+2% +$58.5K 0.01% 1189
2015
Q3 		$3.65M Sell
71,804
-100
-0.1% -$5.28K 0.01% 1135
2015
Q2 		$4.1M Buy
71,904
+2,979
+4% +$160K 0.01% 1166
2015
Q1 		$3.65M Sell
68,925
-1,400
-2% -$72.6K 0.01% 1200
2014
Q4 		$4M Buy
70,325
+698
+1% +$39.3K 0.01% 1144
2014
Q3 		$3.8M Buy
69,627
+695
+1% +$40.1K 0.01% 1126
2014
Q2 		$4.37M Buy
68,932
+4,000
+6% +$238K 0.01% 1085
2014
Q1 		$4.2M Buy
64,932
+300
+0.5% +$18.7K 0.01% 1051
2013
Q4 		$4.16M Buy
64,632
+1,700
+3% +$103K 0.01% 1044
2013
Q3 		$3.42M Buy
62,932
+6,384
+11% +$372K 0.01% 1114
2013
Q2 		$3.15M Buy
+56,548
New +$2.88M 0.01% 1105

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

California State Teachers Retirement System (CalSTRS)'s UMBF Position: Q1 2026 in Review

California State Teachers Retirement System (CalSTRS) increased its UMB Financial (UMBF) stake by 22% in Q1 2026, buying an estimated $1.93M and bringing the position to 87,178 shares worth $9.83M. The position accounts for 0.01% of the portfolio, ranked #698.

California State Teachers Retirement System (CalSTRS) first reported a position in UMBF in Q2 2013 and has held it in 52 quarters since. 450 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • California State Teachers Retirement System (CalSTRS) held 87,178 shares of UMB Financial worth $9.83M as of Q1 2026.
  • California State Teachers Retirement System (CalSTRS) bought 15,997 UMB Financial shares in Q1 2026, an estimated $1.93M.
  • UMB Financial made up 0.01% of California State Teachers Retirement System (CalSTRS)'s portfolio in Q1 2026, its #698 holding.
  • California State Teachers Retirement System (CalSTRS) first reported a position in UMB Financial in Q2 2013 and has held it in 52 quarters since.
  • 450 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on California State Teachers Retirement System (CalSTRS)'s 13F filing for Q1 2026, filed 18 May 2026.