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Powszechne Towarzystwo Emerytalne Allianz Polska’s UMB Financial UMBF Stock Holding History

Powszechne Towarzystwo Emerytalne Allianz Polska’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 		$24.3M Hold
170,440
– – 8.21% 4
2026
Q1 		$19.2M Hold
170,440
– – 7.18% 6
2025
Q4 		$19.6M Hold
170,440
– – 6.21% 6
2025
Q3 		$20.2M Hold
170,440
– – 7.1% 5
2025
Q2 		$17.9M Hold
170,440
– – 7.31% 5
2025
Q1 		$17.2M Buy
+170,440
New +$18.8M 7.76% 5

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Powszechne Towarzystwo Emerytalne Allianz Polska's UMBF Position: Q2 2026 in Review

Powszechne Towarzystwo Emerytalne Allianz Polska held its UMB Financial (UMBF) position steady in Q2 2026 at 170,440 shares worth $24.3M. The position accounts for 8.21% of the portfolio, ranked #4.

Powszechne Towarzystwo Emerytalne Allianz Polska first reported a position in UMBF in Q1 2025 and has held it in 6 quarters since. 316 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Powszechne Towarzystwo Emerytalne Allianz Polska held 170,440 shares of UMB Financial worth $24.3M as of Q2 2026.
  • Powszechne Towarzystwo Emerytalne Allianz Polska left its UMB Financial share count unchanged in Q2 2026.
  • UMB Financial made up 8.21% of Powszechne Towarzystwo Emerytalne Allianz Polska's portfolio in Q2 2026, its #4 holding.
  • Powszechne Towarzystwo Emerytalne Allianz Polska first reported a position in UMB Financial in Q1 2025 and has held it in 6 quarters since.
  • 316 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Powszechne Towarzystwo Emerytalne Allianz Polska's 13F filing for Q2 2026, filed 16 Jul 2026.