Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s UMB Financial UMBF Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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
2025
Q3 		– Sell
-9,700
Closed -$1.02M – 1294
2025
Q2 		$1.02M Sell
9,700
-29,400
-75% -$2.93M ﹤0.01% 797
2025
Q1 		$3.95M Buy
39,100
+36,100
+1,203% +$3.98M 0.01% 533
2024
Q4 		$339K Sell
3,000
-3,000
-50% -$347K ﹤0.01% 870
2024
Q3 		$631K Sell
6,000
-33,000
-85% -$3.22M ﹤0.01% 815
2024
Q2 		$3.25M Buy
+39,000
New +$3.2M 0.01% 525
2024
Q1 		– Sell
-23,000
Closed -$1.92M – 1178
2023
Q4 		$1.92M Sell
23,000
-48,000
-68% -$3.38M 0.01% 648
2023
Q3 		$4.41M Sell
71,000
-70,000
-50% -$4.55M 0.02% 389
2023
Q2 		$8.59M Buy
141,000
+137,245
+3,655% +$8.19M 0.04% 296
2023
Q1 		$217K Sell
3,755
-40,977
-92% -$3.33M ﹤0.01% 951
2022
Q4 		$3.74M Buy
44,732
+27,614
+161% +$2.32M 0.02% 545
2022
Q3 		$1.44M Buy
+17,118
New +$1.55M 0.01% 791
2021
Q2 		– Sell
-33,881
Closed -$3.13M – 1959
2021
Q1 		$3.13M Buy
33,881
+19,856
+142% +$1.64M 0.01% 619
2020
Q4 		$968K Buy
+14,025
New +$899K ﹤0.01% 982

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's UMBF Position: Q3 2025 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of UMB Financial (UMBF) in Q3 2025, closing a stake of 9,700 shares — an estimated $1.02M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in UMBF in Q4 2020 and held it in 13 quarters. The position peaked at $8.59M in Q2 2023. 404 funds tracked by Wall St. Rank hold UMBF as of Q3 2025.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining UMB Financial position as of Q3 2025 after selling out during the quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 9,700 UMB Financial shares in Q3 2025, an estimated $1.02M.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in UMB Financial in Q4 2020 and held it in 13 quarters.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's UMB Financial position peaked at $8.59M in Q2 2023.
  • 404 funds tracked by Wall St. Rank held UMB Financial as of Q3 2025.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q3 2025, filed 13 Nov 2025.