New York State Common Retirement Fund
UMBF icon

New York State Common Retirement Fund’s UMB Financial UMBF Stock Holding History

New York State Common Retirement 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
2026
Q2 		$28M Buy
196,163
+2,500
+1% +$321K 0.04% 356
2026
Q1 		$21.8M Sell
193,663
-273
-0.1% -$32.9K 0.03% 398
2025
Q4 		$22.3M Sell
193,936
-1,148
-0.6% -$130K 0.03% 392
2025
Q3 		$23.1M Buy
195,084
+100
+0.1% +$11.5K 0.03% 410
2025
Q2 		$20.5M Buy
194,984
+398
+0.2% +$39.7K 0.03% 433
2025
Q1 		$19.7M Buy
194,586
+180,712
+1,303% +$19.9M 0.03% 425
2024
Q4 		$1.57M Hold
13,874
– – ﹤0.01% 1503
2024
Q3 		$1.46M Sell
13,874
-5,500
-28% -$536K ﹤0.01% 1516
2024
Q2 		$1.62M Buy
19,374
+1,305
+7% +$107K ﹤0.01% 1548
2024
Q1 		$1.57M Sell
18,069
-16
-0.1% -$1.3K ﹤0.01% 1570
2023
Q4 		$1.51M Buy
18,085
+323
+2% +$22.7K ﹤0.01% 1591
2023
Q3 		$1.1M Buy
17,762
+20
+0.1% +$1.3K ﹤0.01% 1704
2023
Q2 		$1.08M Sell
17,742
-5,170
-23% -$308K ﹤0.01% 1744
2023
Q1 		$1.32M Sell
22,912
-8,895
-28% -$723K ﹤0.01% 1746
2022
Q4 		$2.66M Sell
31,807
-16
-0.1% -$1.34K ﹤0.01% 1492
2022
Q3 		$2.68M Buy
31,823
+381
+1% +$34.5K ﹤0.01% 1464
2022
Q2 		$2.71M Sell
31,442
-87
-0.3% -$7.89K ﹤0.01% 1512
2022
Q1 		$3.06M Sell
31,529
-31
-0.1% -$3.16K ﹤0.01% 1530
2021
Q4 		$3.35M Buy
31,560
+1
+0% +$103 ﹤0.01% 1492
2021
Q3 		$3.05M Sell
31,559
-6,397
-17% -$584K ﹤0.01% 1527
2021
Q2 		$3.53M Sell
37,956
-1,444
-4% -$137K ﹤0.01% 1511
2021
Q1 		$3.64M Hold
39,400
– – ﹤0.01% 1430
2020
Q4 		$2.72M Sell
39,400
-2,100
-5% -$135K ﹤0.01% 1537
2020
Q3 		$2.03M Hold
41,500
– – ﹤0.01% 1561
2020
Q2 		$2.14M Hold
41,500
– – ﹤0.01% 1505
2020
Q1 		$1.93M Buy
41,500
+1,600
+4% +$97.3K ﹤0.01% 1425
2019
Q4 		$2.74M Sell
39,900
-6,300
-14% -$418K ﹤0.01% 1474
2019
Q3 		$2.98M Buy
46,200
+100
+0.2% +$6.46K ﹤0.01% 1449
2019
Q2 		$3.03M Hold
46,100
– – ﹤0.01% 1454
2019
Q1 		$2.95M Buy
46,100
+1,600
+4% +$106K ﹤0.01% 1441
2018
Q4 		$2.71M Sell
44,500
-6,300
-12% -$408K ﹤0.01% 1419
2018
Q3 		$3.6M Hold
50,800
– – ﹤0.01% 1409
2018
Q2 		$3.87M Buy
50,800
+1,300
+3% +$99.9K ﹤0.01% 1366
2018
Q1 		$3.58M Hold
49,500
– – ﹤0.01% 1348
2017
Q4 		$3.56M Sell
49,500
-4,643
-9% -$341K ﹤0.01% 1363
2017
Q3 		$4.03M Sell
54,143
-24,406
-31% -$1.71M 0.01% 1307
2017
Q2 		$5.88M Buy
78,549
+799
+1% +$58.5K 0.01% 1195
2017
Q1 		$5.86M Buy
77,750
+19,921
+34% +$1.52M 0.01% 1183
2016
Q4 		$4.46M Sell
57,829
-5,560
-9% -$387K 0.01% 1299
2016
Q3 		$3.77M Buy
63,389
+8,561
+16% +$490K 0.01% 1338
2016
Q2 		$2.92M Buy
54,828
+15,328
+39% +$833K ﹤0.01% 1458
2016
Q1 		$2.04M Buy
39,500
+1,700
+4% +$81.7K ﹤0.01% 1575
2015
Q4 		$1.76M Buy
37,800
+600
+2% +$30.3K ﹤0.01% 1662
2015
Q3 		$1.89M Sell
37,200
-56,163
-60% -$2.96M ﹤0.01% 1617
2015
Q2 		$5.32M Buy
93,363
+16,903
+22% +$909K 0.01% 1319
2015
Q1 		$4.04M Buy
76,460
+300
+0.4% +$15.6K 0.01% 1321
2014
Q4 		$4.33M Hold
76,160
– – 0.01% 1263
2014
Q3 		$4.16M Sell
76,160
-11,500
-13% -$664K 0.01% 1289
2014
Q2 		$5.56M Buy
87,660
+2,500
+3% +$149K 0.01% 1210
2014
Q1 		$5.51M Buy
85,160
+5,900
+7% +$369K 0.01% 1191
2013
Q4 		$5.09M Buy
79,260
+3,200
+4% +$194K 0.01% 1216
2013
Q3 		$4.13M Hold
76,060
– – 0.01% 1253
2013
Q2 		$4.23M Buy
+76,060
New +$3.88M 0.01% 1154

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 $3.37T AUM 44.26% 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

New York State Common Retirement Fund's UMBF Position: Q2 2026 in Review

New York State Common Retirement Fund increased its UMB Financial (UMBF) stake by 1.3% in Q2 2026, buying an estimated $321K and bringing the position to 196,163 shares worth $28M. The position accounts for 0.04% of the portfolio, ranked #356.

New York State Common Retirement Fund first reported a position in UMBF in Q2 2013 and has held it in 53 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • New York State Common Retirement Fund held 196,163 shares of UMB Financial worth $28M as of Q2 2026.
  • New York State Common Retirement Fund bought 2,500 UMB Financial shares in Q2 2026, an estimated $321K.
  • UMB Financial made up 0.04% of New York State Common Retirement Fund's portfolio in Q2 2026, its #356 holding.
  • New York State Common Retirement Fund first reported a position in UMB Financial in Q2 2013 and has held it in 53 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on New York State Common Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.