Public Employees Retirement Association of Colorado’s UMB Financial UMBF Stock Holding History

Public Employees Retirement Association of Colorado’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	$783K	Hold	5,486	–	–	﹤0.01%	815
2026 Q1	$619K	Hold	5,486	–	–	﹤0.01%	851
2025 Q4	$631K	Hold	5,486	–	–	﹤0.01%	860
2025 Q3	$649K	Buy	5,486 +2,270	+71%	+$262K	﹤0.01%	845
2025 Q2	$338K	Hold	3,216	–	–	﹤0.01%	1172
2025 Q1	$325K	Hold	3,216	–	–	﹤0.01%	1165
2024 Q4	$363K	Hold	3,216	–	–	﹤0.01%	1152
2024 Q3	$338K	Hold	3,216	–	–	﹤0.01%	1214
2024 Q2	$268K	Hold	3,216	–	–	﹤0.01%	1319
2024 Q1	$280K	Hold	3,216	–	–	﹤0.01%	1342
2023 Q4	$269K	Hold	3,216	–	–	﹤0.01%	1401
2023 Q3	$200K	Hold	3,216	–	–	﹤0.01%	1503
2023 Q2	$196K	Hold	3,216	–	–	﹤0.01%	1575
2023 Q1	$186K	Sell	3,216 -5,056	-61%	-$411K	﹤0.01%	1632
2022 Q4	$691K	Hold	8,272	–	–	﹤0.01%	863
2022 Q3	$697K	Buy	8,272 +6,197	+299%	+$561K	﹤0.01%	831
2022 Q2	$179K	Sell	2,075 -4,627	-69%	-$419K	﹤0.01%	1662
2022 Q1	$651K	Hold	6,702	–	–	﹤0.01%	958
2021 Q4	$711K	Hold	6,702	–	–	﹤0.01%	971
2021 Q3	$648K	Hold	6,702	–	–	﹤0.01%	1018
2021 Q2	$624K	Hold	6,702	–	–	﹤0.01%	1066
2021 Q1	$619K	Hold	6,702	–	–	﹤0.01%	1025
2020 Q4	$462K	Hold	6,702	–	–	﹤0.01%	1152
2020 Q3	$328K	Hold	6,702	–	–	﹤0.01%	1231
2020 Q2	$345K	Hold	6,702	–	–	﹤0.01%	1189
2020 Q1	$311K	Hold	6,702	–	–	﹤0.01%	1106
2019 Q4	$460K	Hold	6,702	–	–	﹤0.01%	1096
2019 Q3	$433K	Hold	6,702	–	–	﹤0.01%	1107
2019 Q2	$441K	Hold	6,702	–	–	﹤0.01%	1133
2019 Q1	$429K	Hold	6,702	–	–	﹤0.01%	1138
2018 Q4	$409K	Hold	6,702	–	–	﹤0.01%	1116
2018 Q3	$475K	Hold	6,702	–	–	﹤0.01%	1175
2018 Q2	$511K	Hold	6,702	–	–	﹤0.01%	1110
2018 Q1	$485K	Sell	6,702 -885	-12%	-$66.3K	﹤0.01%	1094
2017 Q4	$546K	Hold	7,587	–	–	﹤0.01%	1096
2017 Q3	$565K	Sell	7,587 -450	-6%	-$31.5K	﹤0.01%	1038
2017 Q2	$602K	Hold	8,037	–	–	﹤0.01%	1024
2017 Q1	$605K	Hold	8,037	–	–	﹤0.01%	1021
2016 Q4	$620K	Hold	8,037	–	–	0.01%	1018
2016 Q3	$478K	Hold	8,037	–	–	﹤0.01%	1135
2016 Q2	$428K	Hold	8,037	–	–	﹤0.01%	1173
2016 Q1	$415K	Hold	8,037	–	–	﹤0.01%	1230
2015 Q4	$374K	Hold	8,037	–	–	﹤0.01%	1264
2015 Q3	$408K	Sell	8,037 -1,003	-11%	-$52.9K	﹤0.01%	1228
2015 Q2	$515K	Hold	9,040	–	–	﹤0.01%	1208
2015 Q1	$478K	Hold	9,040	–	–	﹤0.01%	1264
2014 Q4	$514K	Hold	9,040	–	–	﹤0.01%	1220
2014 Q3	$493K	Hold	9,040	–	–	﹤0.01%	1209
2014 Q2	$573K	Hold	9,040	–	–	﹤0.01%	1189
2014 Q1	$585K	Hold	9,040	–	–	0.01%	1173
2013 Q4	$581K	Hold	9,040	–	–	0.01%	1175
2013 Q3	$491K	Hold	9,040	–	–	﹤0.01%	1204
2013 Q2	$503K	Buy	+9,040	New	+$461K	﹤0.01%	1193

Other funds holding UMBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Public Employees Retirement Association of Colorado's UMBF Position: Q2 2026 in Review

Public Employees Retirement Association of Colorado held its UMB Financial (UMBF) position steady in Q2 2026 at 5,486 shares worth $783K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Public Employees Retirement Association of Colorado 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.

Public Employees Retirement Association of Colorado held 5,486 shares of UMB Financial worth $783K as of Q2 2026.
Public Employees Retirement Association of Colorado left its UMB Financial share count unchanged in Q2 2026.
UMB Financial made up ﹤0.01% of Public Employees Retirement Association of Colorado's portfolio in Q2 2026, its #815 holding.
Public Employees Retirement Association of Colorado 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 Public Employees Retirement Association of Colorado's 13F filing for Q2 2026, filed 11 Aug 2026.