Retirement Systems of Alabama
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Retirement Systems of Alabama’s UMB Financial UMBF Stock Holding History

Retirement Systems of Alabama’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 		$10.5M Sell
73,867
-13,669
-16% -$1.76M 0.03% 507
2026
Q1 		$9.87M Buy
87,536
+1,847
+2% +$222K 0.03% 510
2025
Q4 		$9.86M Sell
85,689
-605
-0.7% -$68.5K 0.03% 505
2025
Q3 		$10.2M Sell
86,294
-930
-1% -$107K 0.03% 499
2025
Q2 		$9.17M Buy
87,224
+4,391
+5% +$438K 0.03% 511
2025
Q1 		$8.37M Buy
82,833
+28,838
+53% +$3.18M 0.03% 529
2024
Q4 		$6.09M Buy
53,995
+109
+0.2% +$12.6K 0.02% 662
2024
Q3 		$5.66M Sell
53,886
-259
-0.5% -$25.3K 0.02% 697
2024
Q2 		$4.52M Sell
54,145
-703
-1% -$57.6K 0.02% 737
2024
Q1 		$4.77M Buy
54,848
+144
+0.3% +$11.7K 0.02% 733
2023
Q4 		$4.57M Buy
54,704
+180
+0.3% +$12.7K 0.02% 733
2023
Q3 		$3.38M Sell
54,524
-1,737
-3% -$113K 0.02% 789
2023
Q2 		$3.43M Sell
56,261
-560
-1% -$33.4K 0.02% 814
2023
Q1 		$3.28M Sell
56,821
-488
-0.9% -$39.7K 0.01% 839
2022
Q4 		$4.79M Buy
57,309
+392
+0.7% +$32.9K 0.02% 725
2022
Q3 		$4.8M Buy
56,917
+168
+0.3% +$15.2K 0.02% 683
2022
Q2 		$4.89M Buy
56,749
+192
+0.3% +$17.4K 0.02% 718
2022
Q1 		$5.5M Buy
56,557
+198
+0.4% +$20.2K 0.02% 734
2021
Q4 		$5.98M Buy
56,359
+643
+1% +$66.3K 0.02% 714
2021
Q3 		$5.39M Sell
55,716
-925
-2% -$84.4K 0.02% 724
2021
Q2 		$5.27M Buy
56,641
+42
+0.1% +$3.99K 0.02% 730
2021
Q1 		$5.23M Buy
56,599
+253
+0.4% +$20.9K 0.02% 739
2020
Q4 		$3.89M Sell
56,346
-82
-0.1% -$5.26K 0.02% 783
2020
Q3 		$2.77M Buy
56,428
+1,153
+2% +$58.2K 0.01% 787
2020
Q2 		$2.85M Sell
55,275
-979
-2% -$48K 0.01% 775
2020
Q1 		$2.61M Hold
56,254
– – 0.01% 744
2019
Q4 		$3.86M Buy
56,254
+124
+0.2% +$8.23K 0.02% 772
2019
Q3 		$3.63M Sell
56,130
-1,309
-2% -$84.6K 0.02% 766
2019
Q2 		$3.78M Sell
57,439
-29
-0.1% -$1.91K 0.02% 766
2019
Q1 		$3.68M Sell
57,468
-733
-1% -$48.5K 0.02% 773
2018
Q4 		$3.55M Sell
58,201
-64
-0.1% -$4.15K 0.02% 743
2018
Q3 		$4.13M Buy
58,265
+1,225
+2% +$92K 0.02% 765
2018
Q2 		$4.35M Buy
57,040
+79
+0.1% +$6.07K 0.02% 753
2018
Q1 		$4.12M Buy
56,961
+218
+0.4% +$16.3K 0.02% 755
2017
Q4 		$4.08M Sell
56,743
-42
-0.1% -$3.08K 0.02% 762
2017
Q3 		$4.23M Buy
56,785
+231
+0.4% +$16.2K 0.02% 749
2017
Q2 		$4.23M Sell
56,554
-34
-0.1% -$2.49K 0.02% 738
2017
Q1 		$4.26M Buy
56,588
+266
+0.5% +$20.4K 0.02% 723
2016
Q4 		$4.34M Buy
+56,322
New +$3.92M 0.03% 693

Other funds holding UMBF

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PTEAP
Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Retirement Systems of Alabama's UMBF Position: Q2 2026 in Review

Retirement Systems of Alabama reduced its UMB Financial (UMBF) stake by 16% in Q2 2026, selling an estimated $1.76M and leaving 73,867 shares worth $10.5M. The position accounts for 0.03% of the portfolio, ranked #507.

Retirement Systems of Alabama first reported a position in UMBF in Q4 2016 and has held it in 39 quarters since. 155 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Retirement Systems of Alabama held 73,867 shares of UMB Financial worth $10.5M as of Q2 2026.
  • Retirement Systems of Alabama sold 13,669 UMB Financial shares in Q2 2026, an estimated $1.76M.
  • UMB Financial made up 0.03% of Retirement Systems of Alabama's portfolio in Q2 2026, its #507 holding.
  • Retirement Systems of Alabama first reported a position in UMB Financial in Q4 2016 and has held it in 39 quarters since.
  • 155 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Retirement Systems of Alabama's 13F filing for Q2 2026, filed 28 Jul 2026.