UMB Bank’s Patrick Industries PATK Stock Holding History

UMB Bank’s Portfolio PATK Stock Details PATK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$89.1K	Buy	802 +8	+1%	+$989	﹤0.01%	1016
2025 Q4	$86.1K	Sell	794 -12	-1%	-$1.26K	﹤0.01%	1019
2025 Q3	$83.4K	Buy	806 +4	+0.5%	+$420	﹤0.01%	942
2025 Q2	$74K	Buy	802 +1	+0.1%	+$85	﹤0.01%	952
2025 Q1	$67.7K	Buy	801 +35	+5%	+$3.15K	﹤0.01%	922
2024 Q4	$63.6K	Sell	766 -85	-10%	-$7.59K	﹤0.01%	818
2024 Q3	$80.7K	Buy	851 +543	+176%	+$45.5K	﹤0.01%	748
2024 Q2	$22.3K	Buy	308 +104	+51%	+$7.61K	﹤0.01%	1033
2024 Q1	$16.2K	Buy	204 +13	+7%	+$933	﹤0.01%	1155
2023 Q4	$12.7K	Sell	191 -502	-72%	-$27.6K	﹤0.01%	1212
2023 Q3	$34.7K	Hold	693	–	–	﹤0.01%	925
2023 Q2	$37K	Hold	693	–	–	﹤0.01%	917
2023 Q1	$31.8K	Hold	693	–	–	﹤0.01%	956
2022 Q4	$28K	Buy	693 +91	+15%	+$3.17K	﹤0.01%	998
2022 Q3	$18K	Buy	602 +12	+2%	+$436	﹤0.01%	1141
2022 Q2	$20K	Buy	590 +75	+15%	+$2.97K	﹤0.01%	1184
2022 Q1	$21K	Hold	515	–	–	﹤0.01%	1236
2021 Q4	$28K	Buy	+515	New	+$27.7K	﹤0.01%	1170

Other funds holding PATK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return