Canada Pension Plan Investment Board
UMBF icon

Canada Pension Plan Investment Board’s UMB Financial UMBF Stock Holding History

Canada Pension Plan Investment Board’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
Q2 		$1.81M Buy
12,700
+10,100
+388% +$1.3M ﹤0.01% 920
2026
Q1 		$293K Sell
2,600
-5,200
-67% -$626K ﹤0.01% 1428
2025
Q4 		$897K Buy
+7,800
New +$884K ﹤0.01% 1104
2024
Q4 		– Sell
-29,100
Closed -$3.06M – 1518
2024
Q3 		$3.06M Buy
29,100
+5,800
+25% +$565K ﹤0.01% 795
2024
Q2 		$1.94M Buy
+23,300
New +$1.91M ﹤0.01% 888
2022
Q1 		– Sell
-22,000
Closed -$2.33M – 1578
2021
Q4 		$2.33M Buy
+22,000
New +$2.27M ﹤0.01% 855
2015
Q1 		– Sell
-800
Closed -$46K – 1290
2014
Q4 		$46K Hold
800
– – ﹤0.01% 1241
2014
Q3 		$44K Hold
800
– – ﹤0.01% 1152
2014
Q2 		$51K Buy
800
+200
+33% +$11.9K ﹤0.01% 1141
2014
Q1 		$39K Buy
600
+200
+50% +$12.5K ﹤0.01% 1171
2013
Q4 		$26K Buy
+400
New +$24.3K ﹤0.01% 1165

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Canada Pension Plan Investment Board's UMBF Position: Q2 2026 in Review

Canada Pension Plan Investment Board increased its UMB Financial (UMBF) stake by 388% in Q2 2026, buying an estimated $1.3M and bringing the position to 12,700 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Canada Pension Plan Investment Board first reported a position in UMBF in Q4 2013 and has held it in 11 quarters since. The position peaked at $3.06M in Q3 2024. 483 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Canada Pension Plan Investment Board held 12,700 shares of UMB Financial worth $1.81M as of Q2 2026.
  • Canada Pension Plan Investment Board bought 10,100 UMB Financial shares in Q2 2026, an estimated $1.3M.
  • UMB Financial made up ﹤0.01% of Canada Pension Plan Investment Board's portfolio in Q2 2026, its #920 holding.
  • Canada Pension Plan Investment Board first reported a position in UMB Financial in Q4 2013 and has held it in 11 quarters since.
  • Canada Pension Plan Investment Board's UMB Financial position peaked at $3.06M in Q3 2024.
  • 483 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Canada Pension Plan Investment Board's 13F filing for Q2 2026, filed 14 Aug 2026.