State of Wisconsin Investment Board
UMBF icon

State of Wisconsin Investment Board’s UMB Financial UMBF Stock Holding History

State of Wisconsin Investment Board’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 		$16.8M Buy
117,726
+1,350
+1% +$174K 0.03% 435
2026
Q1 		$13.1M Buy
116,376
+99,624
+595% +$12M 0.03% 532
2025
Q4 		$1.93M Buy
16,752
+9,557
+133% +$1.08M ﹤0.01% 1425
2025
Q3 		$852K Buy
7,195
+330
+5% +$38K ﹤0.01% 1678
2025
Q2 		$722K Sell
6,865
-482
-7% -$48.1K ﹤0.01% 1704
2025
Q1 		$743K Sell
7,347
-2,237
-23% -$247K ﹤0.01% 1601
2024
Q4 		$1.08M Buy
9,584
+4,954
+107% +$573K ﹤0.01% 1497
2024
Q3 		$487K Sell
4,630
-300
-6% -$29.2K ﹤0.01% 1881
2024
Q2 		$411K Sell
4,930
-4,651
-49% -$381K ﹤0.01% 1915
2024
Q1 		$833K Sell
9,581
-4,390
-31% -$357K ﹤0.01% 1483
2023
Q4 		$1.17M Buy
13,971
+4,097
+41% +$288K ﹤0.01% 1347
2023
Q3 		$613K Buy
9,874
+6,232
+171% +$405K ﹤0.01% 1627
2023
Q2 		$222K Sell
3,642
-3,937
-52% -$235K ﹤0.01% 2108
2023
Q1 		$437K Buy
7,579
+1,858
+32% +$151K ﹤0.01% 1928
2022
Q4 		$478K Sell
5,721
-2,847
-33% -$239K ﹤0.01% 1915
2022
Q3 		$722K Sell
8,568
-2,904
-25% -$263K ﹤0.01% 1740
2022
Q2 		$988K Buy
+11,472
New +$1.04M ﹤0.01% 1642

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State of Wisconsin Investment Board's UMBF Position: Q2 2026 in Review

State of Wisconsin Investment Board increased its UMB Financial (UMBF) stake by 1.2% in Q2 2026, buying an estimated $174K and bringing the position to 117,726 shares worth $16.8M. The position accounts for 0.03% of the portfolio, ranked #435.

State of Wisconsin Investment Board first reported a position in UMBF in Q2 2022 and has held it in 17 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • State of Wisconsin Investment Board held 117,726 shares of UMB Financial worth $16.8M as of Q2 2026.
  • State of Wisconsin Investment Board bought 1,350 UMB Financial shares in Q2 2026, an estimated $174K.
  • UMB Financial made up 0.03% of State of Wisconsin Investment Board's portfolio in Q2 2026, its #435 holding.
  • State of Wisconsin Investment Board first reported a position in UMB Financial in Q2 2022 and has held it in 17 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on State of Wisconsin Investment Board's 13F filing for Q2 2026, filed 14 Aug 2026.