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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Canada Pension Plan Investment Board's UMBF Position: Q1 2026 in Review

Canada Pension Plan Investment Board reduced its UMB Financial (UMBF) stake by 67% in Q1 2026, selling an estimated $626K and leaving 2,600 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

Canada Pension Plan Investment Board first reported a position in UMBF in Q4 2013 and has held it in 10 quarters since. The position peaked at $3.06M in Q3 2024. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

Canada Pension Plan Investment Board held 2,600 shares of UMB Financial worth $293K as of Q1 2026.
Canada Pension Plan Investment Board sold 5,200 UMB Financial shares in Q1 2026, an estimated $626K.
UMB Financial made up ﹤0.01% of Canada Pension Plan Investment Board's portfolio in Q1 2026, its #1428 holding.
Canada Pension Plan Investment Board first reported a position in UMB Financial in Q4 2013 and has held it in 10 quarters since.
Canada Pension Plan Investment Board's UMB Financial position peaked at $3.06M in Q3 2024.
449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Canada Pension Plan Investment Board's 13F filing for Q1 2026, filed 15 May 2026.