UB
PDCO

UMB Bank’s Patterson Companies, Inc. PDCO Stock Holding History

UMB Bank’s Portfolio PDCO Stock Details PDCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-301
Closed -$9.4K – 2196
2025
Q1 		$9.4K Buy
301
+67
+29% +$2.08K ﹤0.01% 1571
2024
Q4 		$7.22K Buy
234
+195
+500% +$4.53K ﹤0.01% 1583
2024
Q3 		$852 Sell
39
-51
-57% -$1.21K ﹤0.01% 2076
2024
Q2 		$2.17K Buy
90
+50
+125% +$1.25K ﹤0.01% 1750
2024
Q1 		$1.11K Sell
40
-41
-51% -$1.17K ﹤0.01% 1738
2023
Q4 		$2.3K Buy
81
+19
+31% +$559 ﹤0.01% 1484
2023
Q3 		$1.84K Hold
62
– – ﹤0.01% 1535
2023
Q2 		$2.06K Buy
+62
New +$1.71K ﹤0.01% 1516
2022
Q3 		– Sell
-36
Closed -$1K – 2002
2022
Q2 		$1K Hold
36
– – ﹤0.01% 1879
2022
Q1 		$1K Sell
36
-22
-38% -$653 ﹤0.01% 1951
2021
Q4 		$2K Buy
+58
New +$1.82K ﹤0.01% 1863

Other funds holding PDCO

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
RP
Rowlandmiller & Partners Atlanta, Georgia $549M AUM 36.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UMB Bank's PDCO Position: Q2 2025 in Review

UMB Bank sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 301 shares — an estimated $9.4K sold.

UMB Bank first reported a position in PDCO in Q4 2021 and held it in 11 quarters. The position peaked at $9.4K in Q1 2025. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • UMB Bank reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • UMB Bank sold 301 Patterson Companies, Inc. shares in Q2 2025, an estimated $9.4K.
  • UMB Bank first reported a position in Patterson Companies, Inc. in Q4 2021 and held it in 11 quarters.
  • UMB Bank's Patterson Companies, Inc. position peaked at $9.4K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on UMB Bank's 13F filing for Q2 2025, filed 10 Jul 2025.