New Mexico Educational Retirement Board’s UMB Financial UMBF Stock Holding History

New Mexico Educational Retirement 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	$1.98M	Hold	13,900	–	–	0.05%	406
2026 Q1	$1.57M	Hold	13,900	–	–	0.05%	438
2025 Q4	$1.6M	Hold	13,900	–	–	0.05%	438
2025 Q3	$1.65M	Hold	13,900	–	–	0.05%	410
2025 Q2	$1.46M	Hold	13,900	–	–	0.05%	442
2025 Q1	$1.41M	Buy	13,900 +5,000	+56%	+$551K	0.05%	443
2024 Q4	$1M	Hold	8,900	–	–	0.03%	626
2024 Q3	$935K	Hold	8,900	–	–	0.03%	671
2024 Q2	$742K	Hold	8,900	–	–	0.03%	728
2024 Q1	$774K	Hold	8,900	–	–	0.03%	732
2023 Q4	$744K	Hold	8,900	–	–	0.03%	735
2023 Q3	$552K	Hold	8,900	–	–	0.02%	802
2023 Q2	$542K	Buy	8,900 +1,000	+13%	+$59.7K	0.02%	812
2023 Q1	$456K	Buy	7,900 +1,100	+16%	+$89.4K	0.02%	822
2022 Q4	$568K	Hold	6,800	–	–	0.03%	703
2022 Q3	$573K	Hold	6,800	–	–	0.03%	667
2022 Q2	$585K	Sell	6,800 -2,200	-24%	-$199K	0.03%	707
2022 Q1	$874K	Hold	9,000	–	–	0.03%	684
2021 Q4	$955K	Hold	9,000	–	–	0.03%	666
2021 Q3	$870K	Hold	9,000	–	–	0.03%	677
2021 Q2	$838K	Buy	9,000 +1,400	+18%	+$133K	0.03%	705
2021 Q1	$702K	Hold	7,600	–	–	0.03%	721
2020 Q4	$524K	Sell	7,600 -1,100	-13%	-$70.5K	0.02%	759
2020 Q3	$426K	Sell	8,700 -1,600	-16%	-$80.8K	0.02%	763
2020 Q2	$531K	Hold	10,300	–	–	0.03%	724
2020 Q1	$478K	Buy	10,300 +2,700	+36%	+$164K	0.03%	664
2019 Q4	$522K	Hold	7,600	–	–	0.02%	762
2019 Q3	$491K	Hold	7,600	–	–	0.02%	751
2019 Q2	$500K	Sell	7,600 -1,500	-16%	-$98.9K	0.02%	757
2019 Q1	$583K	Hold	9,100	–	–	0.03%	743
2018 Q4	$555K	Sell	9,100 -1,200	-12%	-$77.8K	0.03%	718
2018 Q3	$730K	Hold	10,300	–	–	0.03%	742
2018 Q2	$785K	Sell	10,300 -1,800	-15%	-$138K	0.03%	711
2018 Q1	$876K	Buy	12,100 +1,200	+11%	+$89.9K	0.03%	693
2017 Q4	$784K	Buy	+10,900	New	+$801K	0.03%	723

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New Mexico Educational Retirement Board's UMBF Position: Q2 2026 in Review

New Mexico Educational Retirement Board held its UMB Financial (UMBF) position steady in Q2 2026 at 13,900 shares worth $1.98M. The position accounts for 0.05% of the portfolio, ranked #406.

New Mexico Educational Retirement Board first reported a position in UMBF in Q4 2017 and has held it in 35 quarters since. 155 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

New Mexico Educational Retirement Board held 13,900 shares of UMB Financial worth $1.98M as of Q2 2026.
New Mexico Educational Retirement Board left its UMB Financial share count unchanged in Q2 2026.
UMB Financial made up 0.05% of New Mexico Educational Retirement Board's portfolio in Q2 2026, its #406 holding.
New Mexico Educational Retirement Board first reported a position in UMB Financial in Q4 2017 and has held it in 35 quarters since.
155 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on New Mexico Educational Retirement Board's 13F filing for Q2 2026, filed 29 Jul 2026.