UB
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UMB Bank’s PDF Solutions PDFS Stock Holding History

UMB Bank’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.2K Sell
619
-67
-10% -$2.19K ﹤0.01% 1598
2025
Q4 		$19.6K Sell
686
-265
-28% -$7.33K ﹤0.01% 1570
2025
Q3 		$24.6K Buy
951
+553
+139% +$12.1K ﹤0.01% 1381
2025
Q2 		$8.51K Sell
398
-208
-34% -$3.94K ﹤0.01% 1664
2025
Q1 		$11.6K Buy
606
+110
+22% +$2.7K ﹤0.01% 1498
2024
Q4 		$13.4K Buy
496
+47
+10% +$1.42K ﹤0.01% 1385
2024
Q3 		$14.2K Sell
449
-52
-10% -$1.69K ﹤0.01% 1354
2024
Q2 		$18.2K Sell
501
-9
-2% -$301 ﹤0.01% 1094
2024
Q1 		$17.2K Sell
510
-185
-27% -$6.07K ﹤0.01% 1134
2023
Q4 		$22.3K Buy
+695
New +$21.1K ﹤0.01% 1029

Other funds holding PDFS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
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
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return