UMB Bank’s Prosperity Bancshares PB Stock Holding History

UMB Bank’s Portfolio PB Stock Details PB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$63.4K	Sell	944 -232	-20%	-$16.3K	﹤0.01%	1156
2025 Q4	$81.3K	Buy	1,176 +83	+8%	+$5.6K	﹤0.01%	1044
2025 Q3	$72.5K	Buy	1,093 +69	+7%	+$4.74K	﹤0.01%	999
2025 Q2	$71.9K	Buy	1,024 +285	+39%	+$19.6K	﹤0.01%	965
2025 Q1	$52.7K	Buy	739 +147	+25%	+$11.1K	﹤0.01%	1026
2024 Q4	$44.6K	Buy	592 +300	+103%	+$23.2K	﹤0.01%	960
2024 Q3	$21K	Buy	292 +240	+462%	+$16.8K	﹤0.01%	1204
2024 Q2	$3.18K	Sell	52 -78	-60%	-$4.81K	﹤0.01%	1601
2024 Q1	$8.55K	Buy	130 +30	+30%	+$1.91K	﹤0.01%	1306
2023 Q4	$6.77K	Hold	100	–	–	﹤0.01%	1375
2023 Q3	$5.46K	Hold	100	–	–	﹤0.01%	1403
2023 Q2	$5.65K	Hold	100	–	–	﹤0.01%	1397
2023 Q1	$6.15K	Hold	100	–	–	﹤0.01%	1384
2022 Q4	$7K	Hold	100	–	–	﹤0.01%	1386
2022 Q3	$7K	Sell	100 -21	-17%	-$1.5K	﹤0.01%	1398
2022 Q2	$8K	Sell	121 -8	-6%	-$549	﹤0.01%	1460
2022 Q1	$9K	Hold	129	–	–	﹤0.01%	1519
2021 Q4	$9K	Buy	+129	New	+$9.54K	﹤0.01%	1483

Other funds holding PB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return