Ohio Public Employees Retirement System (OPERS)
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Ohio Public Employees Retirement System (OPERS)’s UMB Financial UMBF Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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 		$4.64M Sell
41,143
-1,449
-3% -$174K 0.02% 696
2025
Q4 		$4.9M Sell
42,592
-6,835
-14% -$774K 0.02% 720
2025
Q3 		$5.85M Buy
49,427
+5,596
+13% +$645K 0.02% 641
2025
Q2 		$4.61M Buy
43,831
+37,002
+542% +$3.69M 0.02% 713
2025
Q1 		$690K Sell
6,829
-10,806
-61% -$1.19M ﹤0.01% 1410
2024
Q4 		$1.99M Sell
17,635
-40
-0.2% -$4.63K 0.01% 1131
2024
Q3 		$1.86M Sell
17,675
-40
-0.2% -$3.9K 0.01% 1088
2024
Q2 		$1.48M Sell
17,715
-1,051
-6% -$86.2K 0.01% 1067
2024
Q1 		$1.63M Sell
18,766
-754
-4% -$61.3K 0.01% 1032
2023
Q4 		$1.63M Buy
19,520
+3,851
+25% +$271K 0.01% 1054
2023
Q3 		$972K Buy
15,669
+46
+0.3% +$2.99K ﹤0.01% 1133
2023
Q2 		$951K Buy
15,623
+53
+0.3% +$3.16K ﹤0.01% 1171
2023
Q1 		$899K Buy
15,570
+20
+0.1% +$1.63K ﹤0.01% 1177
2022
Q4 		$1.3M Sell
15,550
-4,328
-22% -$364K 0.01% 1109
2022
Q3 		$1.68M Buy
19,878
+48
+0.2% +$4.34K 0.01% 1086
2022
Q2 		$1.71M Buy
19,830
+46
+0.2% +$4.17K 0.01% 1121
2022
Q1 		$1.92M Buy
19,784
+49
+0.2% +$5K 0.01% 1119
2021
Q4 		$2.09M Sell
19,735
-25
-0.1% -$2.58K 0.01% 1107
2021
Q3 		$1.91M Sell
19,760
-15
-0.1% -$1.37K 0.01% 1134
2021
Q2 		$1.84M Sell
19,775
-15
-0.1% -$1.43K 0.01% 1158
2021
Q1 		$1.83M Buy
19,790
+27
+0.1% +$2.23K 0.01% 1092
2020
Q4 		$1.36M Sell
19,763
-2,755
-12% -$177K 0.01% 1114
2020
Q3 		$1.1M Buy
22,518
+28
+0.1% +$1.41K 0.01% 1069
2020
Q2 		$1.16M Hold
22,490
– – 0.01% 1099
2020
Q1 		$1.04M Buy
22,490
+4,800
+27% +$292K 0.01% 1035
2019
Q4 		$1.21M Buy
17,690
+23
+0.1% +$1.53K 0.01% 1107
2019
Q3 		$1.14M Hold
17,667
– – 0.01% 1141
2019
Q2 		$1.16M Buy
17,667
+28
+0.2% +$1.85K 0.01% 1157
2019
Q1 		$1.13M Buy
17,639
+16,592
+1,585% +$1.1M 0.01% 1167
2018
Q4 		$64K Buy
1,047
+29
+3% +$1.88K ﹤0.01% 1602
2018
Q3 		$72K Sell
1,018
-18,700
-95% -$1.4M ﹤0.01% 1711
2018
Q2 		$1.5M Buy
19,718
+18,756
+1,950% +$1.44M 0.01% 1160
2018
Q1 		$70K Sell
962
-392
-29% -$29.4K ﹤0.01% 1703
2017
Q4 		$97K Sell
1,354
-5,107
-79% -$375K ﹤0.01% 1701
2017
Q3 		$481K Sell
6,461
-4,407
-41% -$309K ﹤0.01% 1385
2017
Q2 		$814K Buy
10,868
+33
+0.3% +$2.42K ﹤0.01% 1256
2017
Q1 		$816K Buy
10,835
+1,281
+13% +$98K ﹤0.01% 1204
2016
Q4 		$768K Sell
9,554
-4,672
-33% -$325K ﹤0.01% 1220
2016
Q3 		$846K Buy
14,226
+544
+4% +$31.2K 0.01% 1206
2016
Q2 		$728K Buy
13,682
+12,251
+856% +$666K ﹤0.01% 1196
2016
Q1 		$74K Sell
1,431
-96
-6% -$4.61K ﹤0.01% 1626
2015
Q4 		$71K Sell
1,527
-366
-19% -$18.5K ﹤0.01% 1660
2015
Q3 		$96K Buy
1,893
+44
+2% +$2.32K ﹤0.01% 1638
2015
Q2 		$105K Buy
1,849
+111
+6% +$5.97K ﹤0.01% 1590
2015
Q1 		$92K Buy
1,738
+129
+8% +$6.69K ﹤0.01% 1633
2014
Q4 		$92K Buy
1,609
+74
+5% +$4.17K ﹤0.01% 1616
2014
Q3 		$84K Sell
1,535
-511
-25% -$29.5K ﹤0.01% 1649
2014
Q2 		$130K Buy
2,046
+189
+10% +$11.3K ﹤0.01% 1620
2014
Q1 		$120K Sell
1,857
-490
-21% -$30.6K ﹤0.01% 1620
2013
Q4 		$151K Buy
2,347
+1,120
+91% +$68K ﹤0.01% 1588
2013
Q3 		$67K Buy
+1,227
New +$71.6K ﹤0.01% 1710

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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

Ohio Public Employees Retirement System (OPERS)'s UMBF Position: Q1 2026 in Review

Ohio Public Employees Retirement System (OPERS) reduced its UMB Financial (UMBF) stake by 3.4% in Q1 2026, selling an estimated $174K and leaving 41,143 shares worth $4.64M. The position accounts for 0.02% of the portfolio, ranked #696.

Ohio Public Employees Retirement System (OPERS) first reported a position in UMBF in Q3 2013 and has held it in 51 quarters since. The position peaked at $5.85M in Q3 2025. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.

  • Ohio Public Employees Retirement System (OPERS) held 41,143 shares of UMB Financial worth $4.64M as of Q1 2026.
  • Ohio Public Employees Retirement System (OPERS) sold 1,449 UMB Financial shares in Q1 2026, an estimated $174K.
  • UMB Financial made up 0.02% of Ohio Public Employees Retirement System (OPERS)'s portfolio in Q1 2026, its #696 holding.
  • Ohio Public Employees Retirement System (OPERS) first reported a position in UMB Financial in Q3 2013 and has held it in 51 quarters since.
  • Ohio Public Employees Retirement System (OPERS)'s UMB Financial position peaked at $5.85M in Q3 2025.
  • 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q1 2026, filed 14 May 2026.