UMB Bank’s Preferred Bank PFBC Stock Holding History

UMB Bank’s Portfolio PFBC Stock Details PFBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$24.9K	Hold	238	–	–	﹤0.01%	1559
2026 Q2	$25.3K	Buy	238 +21	+10%	+$2.02K	﹤0.01%	1591
2026 Q1	$19.7K	Buy	217 +41	+23%	+$3.71K	﹤0.01%	1614
2025 Q4	$16.6K	Buy	176 +8	+5%	+$746	﹤0.01%	1625
2025 Q3	$15.2K	Sell	168 -1	-0.6%	-$93	﹤0.01%	1533
2025 Q2	$14.6K	Hold	169	–	–	﹤0.01%	1477
2025 Q1	$14.1K	Buy	169 +16	+10%	+$1.39K	﹤0.01%	1430
2024 Q4	$13.2K	Sell	153 -17	-10%	-$1.5K	﹤0.01%	1390
2024 Q3	$13.6K	Buy	170 +11	+7%	+$879	﹤0.01%	1375
2024 Q2	$12K	Sell	159 -10	-6%	-$756	﹤0.01%	1227
2024 Q1	$13K	Buy	169 +6	+4%	+$434	﹤0.01%	1225
2023 Q4	$11.9K	Hold	163	–	–	﹤0.01%	1244
2023 Q3	$10.1K	Hold	163	–	–	﹤0.01%	1284
2023 Q2	$8.96K	Hold	163	–	–	﹤0.01%	1321
2023 Q1	$8.93K	Sell	163 -9	-5%	-$608	﹤0.01%	1319
2022 Q4	$13K	Sell	172 -10	-5%	-$729	﹤0.01%	1224
2022 Q3	$12K	Hold	182	–	–	﹤0.01%	1259
2022 Q2	$12K	Sell	182 -5	-3%	-$342	﹤0.01%	1337
2022 Q1	$14K	Buy	+187	New	+$14.5K	﹤0.01%	1384

Other funds holding PFBC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

UMB Bank's PFBC Position: Q3 2026 in Review

UMB Bank held its Preferred Bank (PFBC) position steady in Q3 2026 at 238 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

UMB Bank first reported a position in PFBC in Q1 2022 and has held it in 19 quarters since. The position peaked at $25.3K in Q2 2026. 114 funds tracked by Wall St. Rank hold PFBC as of Q3 2026.

UMB Bank held 238 shares of Preferred Bank worth $24.9K as of Q3 2026.
UMB Bank left its Preferred Bank share count unchanged in Q3 2026.
Preferred Bank made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #1559 holding.
UMB Bank first reported a position in Preferred Bank in Q1 2022 and has held it in 19 quarters since.
UMB Bank's Preferred Bank position peaked at $25.3K in Q2 2026.
114 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.