SOW
UMBF icon

State of Wyoming’s UMB Financial UMBF Stock Holding History

State of Wyoming’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 		$78.7K Sell
551
-977
-64% -$126K 0.01% 1484
2026
Q1 		$172K Sell
1,528
-138
-8% -$16.6K 0.02% 1040
2025
Q4 		$192K Sell
1,666
-2,949
-64% -$334K 0.02% 1008
2025
Q3 		$546K Buy
4,615
+3,165
+218% +$365K 0.06% 271
2025
Q2 		$152K Sell
1,450
-6,135
-81% -$612K 0.02% 1085
2025
Q1 		$767K Buy
7,585
+3,752
+98% +$414K 0.1% 105
2024
Q4 		$433K Buy
3,833
+1,215
+46% +$140K 0.06% 335
2024
Q3 		$275K Buy
2,618
+1,164
+80% +$113K 0.04% 486
2024
Q2 		$121K Buy
1,454
+878
+152% +$72K 0.02% 900
2024
Q1 		$50.1K Buy
+576
New +$46.8K 0.01% 1289
2023
Q1 		– Sell
-155
Closed -$12.9K – 1787
2022
Q4 		$12.9K Buy
+155
New +$13K ﹤0.01% 1435

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State of Wyoming's UMBF Position: Q2 2026 in Review

State of Wyoming reduced its UMB Financial (UMBF) stake by 64% in Q2 2026, selling an estimated $126K and leaving 551 shares worth $78.7K. The position accounts for 0.01% of the portfolio, ranked #1484.

State of Wyoming first reported a position in UMBF in Q4 2022 and has held it in 11 quarters since. The position peaked at $767K in Q1 2025. 222 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • State of Wyoming held 551 shares of UMB Financial worth $78.7K as of Q2 2026.
  • State of Wyoming sold 977 UMB Financial shares in Q2 2026, an estimated $126K.
  • UMB Financial made up 0.01% of State of Wyoming's portfolio in Q2 2026, its #1484 holding.
  • State of Wyoming first reported a position in UMB Financial in Q4 2022 and has held it in 11 quarters since.
  • State of Wyoming's UMB Financial position peaked at $767K in Q1 2025.
  • 222 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on State of Wyoming's 13F filing for Q2 2026, filed 6 Aug 2026.