UMB Bank
PJT icon

UMB Bank’s PJT Partners PJT Stock Holding History

UMB Bank’s Portfolio PJT Stock Details PJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$31.5K Buy
221
+35
+19% +$5.83K ﹤0.01% 1472
2026
Q2 		$28.1K Buy
186
+79
+74% +$12.2K ﹤0.01% 1543
2026
Q1 		$15K Sell
107
-29
-21% -$4.57K ﹤0.01% 1696
2025
Q4 		$22.7K Sell
136
-13
-9% -$2.22K ﹤0.01% 1513
2025
Q3 		$26.5K Buy
149
+18
+14% +$3.24K ﹤0.01% 1355
2025
Q2 		$21.6K Buy
131
+35
+36% +$5.09K ﹤0.01% 1351
2025
Q1 		$13.2K Buy
96
+28
+41% +$4.4K ﹤0.01% 1452
2024
Q4 		$10.7K Hold
68
– – ﹤0.01% 1447
2024
Q3 		$9.07K Buy
68
+42
+162% +$5.13K ﹤0.01% 1524
2024
Q2 		$2.81K Buy
26
+14
+117% +$1.41K ﹤0.01% 1649
2024
Q1 		$1.13K Buy
+12
New +$1.18K ﹤0.01% 1727

Other funds holding PJT

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

UMB Bank's PJT Position: Q3 2026 in Review

UMB Bank increased its PJT Partners (PJT) stake by 19% in Q3 2026, buying an estimated $5.83K and bringing the position to 221 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

UMB Bank first reported a position in PJT in Q1 2024 and has held it in 11 quarters since. 226 funds tracked by Wall St. Rank hold PJT as of Q3 2026.

  • UMB Bank held 221 shares of PJT Partners worth $31.5K as of Q3 2026.
  • UMB Bank bought 35 PJT Partners shares in Q3 2026, an estimated $5.83K.
  • PJT Partners made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #1472 holding.
  • UMB Bank first reported a position in PJT Partners in Q1 2024 and has held it in 11 quarters since.
  • 226 funds tracked by Wall St. Rank held PJT Partners as of Q3 2026.

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