LSERS
UMBF icon

Louisiana State Employees Retirement System’s UMB Financial UMBF Stock Holding History

Louisiana State Employees Retirement System’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 		$2.98M Buy
20,900
+200
+1% +$25.7K 0.04% 412
2026
Q1 		$2.33M Buy
20,700
+900
+5% +$108K 0.04% 470
2025
Q4 		$2.28M Sell
19,800
-100
-0.5% -$11.3K 0.04% 454
2025
Q3 		$2.36M Sell
19,900
-200
-1% -$23.1K 0.04% 447
2025
Q2 		$2.11M Buy
20,100
+1,000
+5% +$99.7K 0.04% 479
2025
Q1 		$1.93M Buy
19,100
+6,800
+55% +$750K 0.04% 505
2024
Q4 		$1.39M Hold
12,300
– – 0.03% 773
2024
Q3 		$1.29M Sell
12,300
-100
-0.8% -$9.75K 0.02% 838
2024
Q2 		$1.03M Sell
12,400
-200
-2% -$16.4K 0.02% 926
2024
Q1 		$1.1M Buy
12,600
+300
+2% +$24.4K 0.02% 907
2023
Q4 		$1.03M Sell
12,300
-100
-0.8% -$7.03K 0.02% 940
2023
Q3 		$769K Sell
12,400
-400
-3% -$26K 0.02% 1066
2023
Q2 		$780K Buy
12,800
+1,300
+11% +$77.6K 0.02% 1079
2023
Q1 		$664K Sell
11,500
-100
-0.9% -$8.13K 0.02% 1105
2022
Q4 		$969K Hold
11,600
– – 0.03% 809
2022
Q3 		$978K Buy
11,600
+300
+3% +$27.1K 0.03% 739
2022
Q2 		$1M Hold
11,300
– – 0.03% 786
2022
Q1 		$1.1M Buy
11,300
+200
+2% +$20.4K 0.03% 798
2021
Q4 		$1.18M Buy
11,100
+100
+0.9% +$10.3K 0.03% 805
2021
Q3 		$1.06M Sell
11,000
-300
-3% -$27.4K 0.03% 833
2021
Q2 		$1.05M Hold
11,300
– – 0.03% 848
2021
Q1 		$1.04M Buy
11,300
+500
+5% +$41.3K 0.03% 831
2020
Q4 		$745K Hold
10,800
– – 0.02% 932
2020
Q3 		$529K Buy
10,800
+200
+2% +$10.1K 0.02% 941
2020
Q2 		$546K Buy
10,600
+100
+1% +$4.9K 0.03% 736
2020
Q1 		$487K Hold
10,500
– – 0.04% 663
2019
Q4 		$721K Buy
10,500
+100
+1% +$6.64K 0.04% 728
2019
Q3 		$672K Sell
10,400
-900
-8% -$58.2K 0.04% 756
2019
Q2 		$741K Sell
11,300
-500
-4% -$33K 0.04% 724
2019
Q1 		$756K Sell
11,800
-100
-0.8% -$6.61K 0.04% 708
2018
Q4 		$726K Sell
11,900
-400
-3% -$25.9K 0.04% 649
2018
Q3 		$872K Buy
12,300
+400
+3% +$30K 0.04% 754
2018
Q2 		$907K Buy
11,900
+300
+3% +$23.1K 0.04% 676
2018
Q1 		$840K Buy
11,600
+500
+5% +$37.5K 0.04% 716
2017
Q4 		$798K Sell
11,100
-700
-6% -$51.4K 0.04% 755
2017
Q3 		$879K Buy
11,800
+400
+4% +$28K 0.04% 654
2017
Q2 		$853K Buy
11,400
+300
+3% +$22K 0.04% 653
2017
Q1 		$836K Buy
11,100
+300
+3% +$23K 0.04% 651
2016
Q4 		$833K Sell
10,800
-8,500
-44% -$591K 0.04% 631
2016
Q3 		$1.15M Buy
19,300
+700
+4% +$40.1K 0.06% 398
2016
Q2 		$990K Hold
18,600
– – 0.05% 473
2016
Q1 		$960K Buy
18,600
+100
+0.5% +$4.8K 0.05% 506
2015
Q4 		$861K Hold
18,500
– – 0.04% 582
2015
Q3 		$940K Buy
18,500
+400
+2% +$21.1K 0.05% 530
2015
Q2 		$1.03M Buy
18,100
+1,500
+9% +$80.6K 0.05% 522
2015
Q1 		$878K Sell
16,600
-700
-4% -$36.3K 0.04% 641
2014
Q4 		$984K Sell
17,300
-100
-0.6% -$5.63K 0.05% 584
2014
Q3 		$949K Sell
17,400
-100
-0.6% -$5.77K 0.05% 572
2014
Q2 		$1.11M Buy
17,500
+100
+0.6% +$5.96K 0.05% 517
2014
Q1 		$1.13M Buy
17,400
+100
+0.6% +$6.25K 0.05% 494
2013
Q4 		$1.11M Buy
+17,300
New +$1.05M 0.05% 495

Other funds holding UMBF

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PTEAP
Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Louisiana State Employees Retirement System's UMBF Position: Q2 2026 in Review

Louisiana State Employees Retirement System increased its UMB Financial (UMBF) stake by 0.97% in Q2 2026, buying an estimated $25.7K and bringing the position to 20,900 shares worth $2.98M. The position accounts for 0.04% of the portfolio, ranked #412.

Louisiana State Employees Retirement System first reported a position in UMBF in Q4 2013 and has held it in 51 quarters since. 118 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Louisiana State Employees Retirement System held 20,900 shares of UMB Financial worth $2.98M as of Q2 2026.
  • Louisiana State Employees Retirement System bought 200 UMB Financial shares in Q2 2026, an estimated $25.7K.
  • UMB Financial made up 0.04% of Louisiana State Employees Retirement System's portfolio in Q2 2026, its #412 holding.
  • Louisiana State Employees Retirement System first reported a position in UMB Financial in Q4 2013 and has held it in 51 quarters since.
  • 118 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Louisiana State Employees Retirement System's 13F filing for Q2 2026, filed 20 Jul 2026.