UB
PR

UMB Bank’s Permian Resources PR Stock Holding History

UMB Bank’s Portfolio PR Stock Details PR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$183K Buy
8,582
+489
+6% +$8.44K ﹤0.01% 722
2025
Q4 		$114K Sell
8,093
-110
-1% -$1.48K ﹤0.01% 893
2025
Q3 		$105K Buy
8,203
+1,250
+18% +$17.1K ﹤0.01% 844
2025
Q2 		$94.7K Buy
6,953
+778
+13% +$10K ﹤0.01% 859
2025
Q1 		$85.5K Buy
6,175
+1,675
+37% +$24K ﹤0.01% 829
2024
Q4 		$64.7K Buy
4,500
+1,709
+61% +$24.8K ﹤0.01% 814
2024
Q3 		$38K Buy
2,791
+1,390
+99% +$20.4K ﹤0.01% 959
2024
Q2 		$22.6K Buy
1,401
+8
+0.6% +$133 ﹤0.01% 1025
2024
Q1 		$24.6K Buy
1,393
+119
+9% +$1.75K ﹤0.01% 1012
2023
Q4 		$17.3K Sell
1,274
-2,283
-64% -$31.3K ﹤0.01% 1112
2023
Q3 		$49.7K Sell
3,557
-184
-5% -$2.31K ﹤0.01% 833
2023
Q2 		$41K Hold
3,741
– – ﹤0.01% 886
2023
Q1 		$39.3K Hold
3,741
– – ﹤0.01% 906
2022
Q4 		$35K Buy
+3,741
New +$35.8K ﹤0.01% 945
2022
Q3 		– Sell
-3,587
Closed -$21K – 1918
2022
Q2 		$21K Buy
+3,587
New +$28.7K ﹤0.01% 1162

Other funds holding PR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $449M AUM 53.94% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return