UMB Bank’s Premier Financial Corp. Common Stock PFC Stock Holding History

UMB Bank’s Portfolio PFC Stock Details PFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,000	Closed	-$235K	–	2196
2024 Q3	$235K	Hold	10,000	–	–	﹤0.01%	539
2024 Q2	$205K	Hold	10,000	–	–	﹤0.01%	557
2024 Q1	$203K	Hold	10,000	–	–	﹤0.01%	573
2023 Q4	$241K	Hold	10,000	–	–	﹤0.01%	541
2023 Q3	$171K	Hold	10,000	–	–	﹤0.01%	596
2023 Q2	$160K	Hold	10,000	–	–	﹤0.01%	618
2023 Q1	$207K	Hold	10,000	–	–	﹤0.01%	565
2022 Q4	$270K	Hold	10,000	–	–	﹤0.01%	518
2022 Q3	$257K	Hold	10,000	–	–	﹤0.01%	548
2022 Q2	$254K	Hold	10,000	–	–	﹤0.01%	583
2022 Q1	$303K	Hold	10,000	–	–	﹤0.01%	571
2021 Q4	$309K	Buy	+10,000	New	+$314K	﹤0.01%	581

Other funds holding PFC

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UMB Bank's PFC Position: Q4 2024 in Review

UMB Bank sold out of Premier Financial Corp. Common Stock (PFC) in Q4 2024, closing a stake of 10,000 shares — an estimated $235K sold.

UMB Bank first reported a position in PFC in Q4 2021 and held it in 12 quarters. The position peaked at $309K in Q4 2021. 175 funds tracked by Wall St. Rank hold PFC as of Q4 2024.

UMB Bank reported no remaining Premier Financial Corp. Common Stock position as of Q4 2024 after selling out during the quarter.
UMB Bank sold 10,000 Premier Financial Corp. Common Stock shares in Q4 2024, an estimated $235K.
UMB Bank first reported a position in Premier Financial Corp. Common Stock in Q4 2021 and held it in 12 quarters.
UMB Bank's Premier Financial Corp. Common Stock position peaked at $309K in Q4 2021.
175 funds tracked by Wall St. Rank held Premier Financial Corp. Common Stock as of Q4 2024.

Based on UMB Bank's 13F filing for Q4 2024, filed 16 Jan 2025.