UMB Bank’s Patterson-UTI PTEN Stock Holding History

UMB Bank’s Portfolio PTEN Stock Details PTEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.1K	Buy	3,237 +42	+1%	+$360	﹤0.01%	1390
2025 Q4	$19.5K	Sell	3,195 -82	-3%	-$490	﹤0.01%	1573
2025 Q3	$17K	Buy	3,277 +1,930	+143%	+$11.1K	﹤0.01%	1497
2025 Q2	$7.99K	Sell	1,347 -36	-3%	-$217	﹤0.01%	1686
2025 Q1	$11.4K	Buy	1,383 +643	+87%	+$5.39K	﹤0.01%	1506
2024 Q4	$6.11K	Sell	740 -178	-19%	-$1.43K	﹤0.01%	1636
2024 Q3	$7.02K	Buy	918 +539	+142%	+$4.97K	﹤0.01%	1612
2024 Q2	$3.93K	Buy	379 +250	+194%	+$2.74K	﹤0.01%	1522
2024 Q1	$1.54K	Buy	+129	New	+$1.43K	﹤0.01%	1614
2023 Q4	–	Sell	-282	Closed	-$3.9K	–	1717
2023 Q3	$3.9K	Hold	282	–	–	﹤0.01%	1457
2023 Q2	$3.38K	Hold	282	–	–	﹤0.01%	1465
2023 Q1	$3.3K	Hold	282	–	–	﹤0.01%	1473
2022 Q4	$5K	Hold	282	–	–	﹤0.01%	1440
2022 Q3	$3K	Hold	282	–	–	﹤0.01%	1552
2022 Q2	$4K	Hold	282	–	–	﹤0.01%	1633
2022 Q1	$4K	Hold	282	–	–	﹤0.01%	1715
2021 Q4	$2K	Buy	+282	New	+$2.43K	﹤0.01%	1834
2016 Q4	–	Sell	-10,075	Closed	-$225K	–	347
2016 Q3	$225K	Buy	+10,075	New	+$202K	0.01%	330

Other funds holding PTEN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

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

Sourcerock Group Denver, Colorado $2.38B AUM 72.25% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return