UMB Bank
PFGC icon

UMB Bank’s Performance Food Group PFGC Stock Holding History

UMB Bank’s Portfolio PFGC Stock Details PFGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$190K Buy
2,078
+124
+6% +$13K ﹤0.01% 746
2026
Q2 		$218K Buy
1,954
+219
+13% +$20.8K ﹤0.01% 713
2026
Q1 		$149K Sell
1,735
-206
-11% -$18.8K ﹤0.01% 798
2025
Q4 		$175K Buy
1,941
+181
+10% +$17.5K ﹤0.01% 714
2025
Q3 		$183K Buy
1,760
+100
+6% +$10K ﹤0.01% 646
2025
Q2 		$145K Buy
1,660
+491
+42% +$40.9K ﹤0.01% 693
2025
Q1 		$91.9K Buy
1,169
+403
+53% +$33.6K ﹤0.01% 791
2024
Q4 		$64.8K Buy
766
+313
+69% +$26.4K ﹤0.01% 813
2024
Q3 		$35.5K Buy
453
+365
+415% +$25.6K ﹤0.01% 984
2024
Q2 		$5.82K Buy
88
+45
+105% +$3.14K ﹤0.01% 1389
2024
Q1 		$3.21K Buy
+43
New +$3.16K ﹤0.01% 1435
2017
Q2 		– Sell
-15,800
Closed -$376K – 333
2017
Q1 		$376K Buy
15,800
+800
+5% +$18.5K 0.01% 262
2016
Q4 		$360K Buy
+15,000
New +$356K 0.01% 263

Other funds holding PFGC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

UMB Bank's PFGC Position: Q3 2026 in Review

UMB Bank increased its Performance Food Group (PFGC) stake by 6.3% in Q3 2026, buying an estimated $13K and bringing the position to 2,078 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

UMB Bank first reported a position in PFGC in Q4 2016 and has held it in 13 quarters since. The position peaked at $376K in Q1 2017. 254 funds tracked by Wall St. Rank hold PFGC as of Q3 2026.

  • UMB Bank held 2,078 shares of Performance Food Group worth $190K as of Q3 2026.
  • UMB Bank bought 124 Performance Food Group shares in Q3 2026, an estimated $13K.
  • Performance Food Group made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #746 holding.
  • UMB Bank first reported a position in Performance Food Group in Q4 2016 and has held it in 13 quarters since.
  • UMB Bank's Performance Food Group position peaked at $376K in Q1 2017.
  • 254 funds tracked by Wall St. Rank held Performance Food Group as of Q3 2026.

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