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UMB Bank’s Penske Automotive Group PAG Stock Holding History

UMB Bank’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$49.6K Sell
332
-156
-32% -$24.7K ﹤0.01% 1263
2025
Q4 		$77.2K Buy
488
+84
+21% +$13.8K ﹤0.01% 1061
2025
Q3 		$70.3K Buy
404
+2
+0.5% +$357 ﹤0.01% 1012
2025
Q2 		$69.1K Buy
402
+63
+19% +$10.1K ﹤0.01% 987
2025
Q1 		$48.8K Buy
339
+274
+422% +$43.9K ﹤0.01% 1062
2024
Q4 		$9.91K Hold
65
– – ﹤0.01% 1475
2024
Q3 		$10.6K Buy
65
+51
+364% +$8.13K ﹤0.01% 1466
2024
Q2 		$2.09K Sell
14
-2
-13% -$304 ﹤0.01% 1764
2024
Q1 		$2.59K Hold
16
– – ﹤0.01% 1473
2023
Q4 		$2.57K Sell
16
-205
-93% -$31.4K ﹤0.01% 1475
2023
Q3 		$36.9K Hold
221
– – ﹤0.01% 900
2023
Q2 		$36.8K Hold
221
– – ﹤0.01% 920
2023
Q1 		$31.3K Hold
221
– – ﹤0.01% 959
2022
Q4 		$26K Hold
221
– – ﹤0.01% 1024
2022
Q3 		$22K Buy
+221
New +$24.7K ﹤0.01% 1085

Other funds holding PAG

DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UMB Bank's PAG Position: Q1 2026 in Review

UMB Bank reduced its Penske Automotive Group (PAG) stake by 32% in Q1 2026, selling an estimated $24.7K and leaving 332 shares worth $49.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

UMB Bank first reported a position in PAG in Q3 2022 and has held it in 15 quarters since. The position peaked at $77.2K in Q4 2025. 374 funds tracked by Wall St. Rank hold PAG as of Q1 2026.

  • UMB Bank held 332 shares of Penske Automotive Group worth $49.6K as of Q1 2026.
  • UMB Bank sold 156 Penske Automotive Group shares in Q1 2026, an estimated $24.7K.
  • Penske Automotive Group made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #1263 holding.
  • UMB Bank first reported a position in Penske Automotive Group in Q3 2022 and has held it in 15 quarters since.
  • UMB Bank's Penske Automotive Group position peaked at $77.2K in Q4 2025.
  • 374 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.