Norges Bank

Norges Bank’s UMB Financial UMBF Stock Holding History

Norges Bank’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 Q1	–	Sell	-746,569	Closed	-$85.9M	–	1335
2025 Q4	$85.9M	Buy	+746,569	New	+$84.6M	0.01%	814
2025 Q3	–	Sell	-892,248	Closed	-$93.8M	–	1489
2025 Q2	$93.8M	Buy	892,248 +64,313	+8%	+$6.41M	0.01%	727
2025 Q1	$83.7M	Buy	827,935 +687,626	+490%	+$75.8M	0.01%	740
2024 Q4	$15.8M	Buy	140,309 +24,489	+21%	+$2.83M	﹤0.01%	1268
2024 Q3	$12.2M	Sell	115,820 -154,982	-57%	-$15.1M	﹤0.01%	1319
2024 Q2	$22.6M	Sell	270,802 -205,696	-43%	-$16.9M	﹤0.01%	1189
2024 Q1	$41.5M	Buy	476,498 +5,215	+1%	+$424K	0.01%	1028
2023 Q4	$39.4M	Buy	471,283 +12,054	+3%	+$848K	0.01%	1016
2023 Q3	$28.5M	Buy	459,229 +91,553	+25%	+$5.95M	0.01%	1088
2023 Q2	$22.4M	Sell	367,676 -89,911	-20%	-$5.36M	﹤0.01%	1208
2023 Q1	$26.4M	Buy	457,587 +12,382	+3%	+$1.01M	0.01%	1142
2022 Q4	$37.2M	Buy	445,205 +33,954	+8%	+$2.85M	0.01%	941
2022 Q3	$34.7M	Buy	411,251 +40,890	+11%	+$3.7M	0.01%	935
2022 Q2	$31.9M	Sell	370,361 -31,327	-8%	-$2.84M	0.01%	999
2022 Q1	$39M	Hold	401,688	–	–	0.01%	1019
2021 Q4	$42.6M	Hold	401,688	–	–	0.01%	1032
2021 Q3	$38.8M	Sell	401,688 -22,721	-5%	-$2.07M	0.01%	1057
2021 Q2	$39.5M	Sell	424,409 -25,446	-6%	-$2.42M	0.01%	1108
2021 Q1	$41.5M	Sell	449,855 -52,120	-10%	-$4.31M	0.01%	1083
2020 Q4	$34.6M	Buy	501,975 +29,217	+6%	+$1.87M	0.01%	1222
2020 Q3	$23.2M	Sell	472,758 -21,066	-4%	-$1.06M	0.01%	1317
2020 Q2	$25.5M	Buy	493,824 +21,506	+5%	+$1.05M	0.01%	1281
2020 Q1	$21.9M	Sell	472,318 -10,124	-2%	-$616K	0.01%	1188
2019 Q4	$33.1M	Hold	482,442	–	–	0.01%	1194
2019 Q3	$31.2M	Sell	482,442 -8,238	-2%	-$532K	0.01%	1179
2019 Q2	$32.3M	Hold	490,680	–	–	0.01%	1178
2019 Q1	$31.4M	Hold	490,680	–	–	0.01%	1182
2018 Q4	$29.9M	Hold	490,680	–	–	0.01%	1126
2018 Q3	$34.8M	Buy	490,680 +91,442	+23%	+$6.87M	0.01%	1149
2018 Q2	$30.4M	Buy	399,238 +17,136	+4%	+$1.32M	0.01%	1223
2018 Q1	$27.7M	Buy	382,102 +15,500	+4%	+$1.16M	0.01%	1217
2017 Q4	$26.4M	Sell	366,602 -14,270	-4%	-$1.05M	0.01%	1282
2017 Q3	$28.4M	Hold	380,872	–	–	0.01%	1198
2017 Q2	$28.5M	Buy	380,872 +13,450	+4%	+$984K	0.01%	1152
2017 Q1	$27.7M	Buy	367,422 +54,883	+18%	+$4.2M	0.01%	1159
2016 Q4	$24.1M	Sell	312,539 -25,974	-8%	-$1.81M	0.01%	1192
2016 Q3	$19.2M	Hold	338,513	–	–	0.01%	1267
2016 Q2	$18M	Buy	338,513 +64,821	+24%	+$3.52M	0.01%	1268
2016 Q1	$14.1M	Hold	273,692	–	–	0.01%	1379
2015 Q4	$12.7M	Buy	273,692 +31,179	+13%	+$1.57M	0.01%	1435
2015 Q3	$12.3M	Sell	242,513 -53,130	-18%	-$2.8M	0.01%	1440
2015 Q2	$16.9M	Hold	295,643	–	–	0.01%	1288
2015 Q1	$15.6M	Sell	295,643 -5,217	-2%	-$271K	0.01%	1360
2014 Q4	$17.1M	Buy	300,860 +43,470	+17%	+$2.45M	0.01%	1308
2014 Q3	$14M	Sell	257,390 -306,064	-54%	-$17.7M	0.01%	1379
2014 Q2	$35.7M	Buy	563,454 +281,727	+100%	+$16.8M	0.01%	1232
2014 Q1	$18.2M	Hold	281,727	–	–	0.01%	1195
2013 Q4	$18.1M	Hold	281,727	–	–	0.01%	1179
2013 Q3	$15.3M	Hold	281,727	–	–	0.01%	1275
2013 Q2	$15.7M	Buy	+281,727	New	+$14.4M	0.01%	1182

Other funds holding UMBF

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return