UMB Bank’s Provident Financial Services PFS Stock Holding History

UMB Bank’s Portfolio PFS Stock Details PFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.4K	Buy	946 +44	+5%	+$988	﹤0.01%	1632
2026 Q1	$19.1K	Hold	902	–	–	﹤0.01%	1622
2025 Q4	$17.8K	Buy	902 +373	+71%	+$7.21K	﹤0.01%	1603
2025 Q3	$10.2K	Buy	529 +82	+18%	+$1.56K	﹤0.01%	1669
2025 Q2	$7.84K	Buy	447 +93	+26%	+$1.54K	﹤0.01%	1692
2025 Q1	$6.08K	Hold	354	–	–	﹤0.01%	1701
2024 Q4	$6.68K	Sell	354 -18,570	-98%	-$367K	﹤0.01%	1605
2024 Q3	$351K	Buy	18,924 +91	+0.5%	+$1.61K	0.01%	465
2024 Q2	$270K	Buy	18,833 +219	+1%	+$3.18K	﹤0.01%	501
2024 Q1	$271K	Buy	18,614 +50	+0.3%	+$795	﹤0.01%	506
2023 Q4	$335K	Hold	18,564	–	–	﹤0.01%	474
2023 Q3	$284K	Hold	18,564	–	–	﹤0.01%	493
2023 Q2	$303K	Hold	18,564	–	–	﹤0.01%	493
2023 Q1	$356K	Hold	18,564	–	–	0.01%	461
2022 Q4	$397K	Hold	18,564	–	–	0.01%	453
2022 Q3	$362K	Hold	18,564	–	–	0.01%	484
2022 Q2	$413K	Hold	18,564	–	–	0.01%	494
2022 Q1	$434K	Hold	18,564	–	–	0.01%	498
2021 Q4	$450K	Buy	+18,564	New	+$455K	0.01%	495

Other funds holding PFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

UMB Bank's PFS Position: Q2 2026 in Review

UMB Bank increased its Provident Financial Services (PFS) stake by 4.9% in Q2 2026, buying an estimated $988 and bringing the position to 946 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1632.

UMB Bank first reported a position in PFS in Q4 2021 and has held it in 19 quarters since. The position peaked at $450K in Q4 2021. 315 funds tracked by Wall St. Rank hold PFS as of Q2 2026.

UMB Bank held 946 shares of Provident Financial Services worth $22.4K as of Q2 2026.
UMB Bank bought 44 Provident Financial Services shares in Q2 2026, an estimated $988.
Provident Financial Services made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1632 holding.
UMB Bank first reported a position in Provident Financial Services in Q4 2021 and has held it in 19 quarters since.
UMB Bank's Provident Financial Services position peaked at $450K in Q4 2021.
315 funds tracked by Wall St. Rank held Provident Financial Services as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.