NJ State Employees Deferred Compensation Plan’s UMB Financial UMBF Stock Holding History

NJ State Employees Deferred Compensation Plan’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 Q4	–	Sell	-4,000	Closed	-$473K	–	390
2025 Q3	$473K	Hold	4,000	–	–	0.05%	296
2025 Q2	$421K	Hold	4,000	–	–	0.05%	304
2025 Q1	$404K	Hold	4,000	–	–	0.05%	316
2024 Q4	$451K	Hold	4,000	–	–	0.05%	310
2024 Q3	$420K	Hold	4,000	–	–	0.05%	332
2024 Q2	$334K	Hold	4,000	–	–	0.04%	353
2024 Q1	$348K	Hold	4,000	–	–	0.04%	348
2023 Q4	$334K	Hold	4,000	–	–	0.05%	360
2023 Q3	$248K	Hold	4,000	–	–	0.04%	384
2023 Q2	$244K	Hold	4,000	–	–	0.04%	411
2023 Q1	$231K	Hold	4,000	–	–	0.04%	419
2022 Q4	$334K	Hold	4,000	–	–	0.05%	346
2022 Q3	$337K	Hold	4,000	–	–	0.06%	336
2022 Q2	$344K	Hold	4,000	–	–	0.06%	332
2022 Q1	$389K	Hold	4,000	–	–	0.05%	346
2021 Q4	$424K	Hold	4,000	–	–	0.05%	332
2021 Q3	$387K	Hold	4,000	–	–	0.05%	343
2021 Q2	$372K	Hold	4,000	–	–	0.05%	365
2021 Q1	$369K	Hold	4,000	–	–	0.05%	364
2020 Q4	$276K	Buy	+4,000	New	+$257K	0.04%	395
2020 Q3	–	Sell	-4,000	Closed	-$206K	–	498
2020 Q2	$206K	Buy	+4,000	New	+$196K	0.04%	406
2020 Q1	–	Sell	-4,000	Closed	-$275K	–	518
2019 Q4	$275K	Hold	4,000	–	–	0.05%	422
2019 Q3	$258K	Hold	4,000	–	–	0.05%	424
2019 Q2	$263K	Hold	4,000	–	–	0.05%	464
2019 Q1	$256K	Buy	+4,000	New	+$264K	0.05%	468
2018 Q4	–	Sell	-3,000	Closed	-$213K	–	540
2018 Q3	$213K	Buy	+3,000	New	+$225K	0.04%	488

Other funds holding UMBF

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

NJ State Employees Deferred Compensation Plan's UMBF Position: Q4 2025 in Review

NJ State Employees Deferred Compensation Plan sold out of UMB Financial (UMBF) in Q4 2025, closing a stake of 4,000 shares — an estimated $473K sold.

NJ State Employees Deferred Compensation Plan first reported a position in UMBF in Q3 2018 and held it in 26 quarters. The position peaked at $473K in Q3 2025. 411 funds tracked by Wall St. Rank hold UMBF as of Q4 2025.

NJ State Employees Deferred Compensation Plan reported no remaining UMB Financial position as of Q4 2025 after selling out during the quarter.
NJ State Employees Deferred Compensation Plan sold 4,000 UMB Financial shares in Q4 2025, an estimated $473K.
NJ State Employees Deferred Compensation Plan first reported a position in UMB Financial in Q3 2018 and held it in 26 quarters.
NJ State Employees Deferred Compensation Plan's UMB Financial position peaked at $473K in Q3 2025.
411 funds tracked by Wall St. Rank held UMB Financial as of Q4 2025.

Based on NJ State Employees Deferred Compensation Plan's 13F filing for Q4 2025.