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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
Q2 		$53K Sell
296
-36
-11% -$6.02K ﹤0.01% 1303
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UMB Bank's PAG Position: Q2 2026 in Review

UMB Bank reduced its Penske Automotive Group (PAG) stake by 11% in Q2 2026, selling an estimated $6.02K and leaving 296 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

UMB Bank first reported a position in PAG in Q3 2022 and has held it in 16 quarters since. The position peaked at $77.2K in Q4 2025. 393 funds tracked by Wall St. Rank hold PAG as of Q2 2026.

  • UMB Bank held 296 shares of Penske Automotive Group worth $53K as of Q2 2026.
  • UMB Bank sold 36 Penske Automotive Group shares in Q2 2026, an estimated $6.02K.
  • Penske Automotive Group made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1303 holding.
  • UMB Bank first reported a position in Penske Automotive Group in Q3 2022 and has held it in 16 quarters since.
  • UMB Bank's Penske Automotive Group position peaked at $77.2K in Q4 2025.
  • 393 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.