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 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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

UMB Bank's PFBC Position: Q1 2026 in Review

UMB Bank increased its Preferred Bank (PFBC) stake by 23% in Q1 2026, buying an estimated $3.71K and bringing the position to 217 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

UMB Bank first reported a position in PFBC in Q1 2022 and has held it in 17 quarters since. 206 funds tracked by Wall St. Rank hold PFBC as of Q1 2026.

UMB Bank held 217 shares of Preferred Bank worth $19.7K as of Q1 2026.
UMB Bank bought 41 Preferred Bank shares in Q1 2026, an estimated $3.71K.
Preferred Bank made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #1614 holding.
UMB Bank first reported a position in Preferred Bank in Q1 2022 and has held it in 17 quarters since.
206 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.