VRS
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Virginia Retirement Systems’s UMB Financial UMBF Stock Holding History

Virginia Retirement Systems’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 		$685K Buy
+4,800
New +$617K ﹤0.01% 866
2025
Q3 		– Sell
-8,817
Closed -$927K – 1056
2025
Q2 		$927K Sell
8,817
-5,600
-39% -$558K 0.01% 587
2025
Q1 		$1.46M Buy
+14,417
New +$1.59M 0.01% 453
2023
Q3 		– Sell
-3,400
Closed -$207K – 1038
2023
Q2 		$207K Sell
3,400
-3,300
-49% -$197K ﹤0.01% 915
2023
Q1 		$387K Buy
6,700
+1,100
+20% +$89.4K ﹤0.01% 813
2022
Q4 		$468K Sell
5,600
-7,800
-58% -$655K ﹤0.01% 846
2022
Q3 		$1.13M Buy
+13,400
New +$1.21M 0.01% 536
2022
Q1 		$593K Sell
6,100
-3,600
-37% -$367K 0.01% 803
2021
Q4 		$1.03M Buy
9,700
+800
+9% +$82.5K 0.01% 658
2021
Q3 		$861K Sell
8,900
-5,000
-36% -$456K 0.01% 643
2021
Q2 		$1.29M Buy
13,900
+5,400
+64% +$513K 0.01% 555
2021
Q1 		$785K Buy
8,500
+2,000
+31% +$165K 0.01% 739
2020
Q4 		$448K Sell
6,500
-1,100
-14% -$70.5K ﹤0.01% 881
2020
Q3 		$372K Buy
+7,600
New +$384K ﹤0.01% 856

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

Virginia Retirement Systems's UMBF Position: Q2 2026 in Review

Virginia Retirement Systems opened a new position in UMB Financial (UMBF) in Q2 2026: 4,800 shares worth $685K. The stake represents ﹤0.01% of the portfolio and ranks #866 among its holdings. This is a return to the name: Virginia Retirement Systems previously reported a position in UMBF as recently as Q2 2025.

Virginia Retirement Systems first reported a position in UMBF in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.46M in Q1 2025. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Virginia Retirement Systems held 4,800 shares of UMB Financial worth $685K as of Q2 2026.
  • UMB Financial was a new Virginia Retirement Systems position in Q2 2026.
  • UMB Financial made up ﹤0.01% of Virginia Retirement Systems's portfolio in Q2 2026, its #866 holding.
  • Virginia Retirement Systems first reported a position in UMB Financial in Q3 2020 and has held it in 14 quarters since.
  • Virginia Retirement Systems's UMB Financial position peaked at $1.46M in Q1 2025.
  • 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Virginia Retirement Systems's 13F filing for Q2 2026, filed 25 Aug 2026.