UMB Bank’s Prudential PUK Stock Holding History

UMB Bank’s Portfolio PUK Stock Details PUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.73K	Hold	139	–	–	﹤0.01%	2132
2026 Q1	$3.95K	Hold	139	–	–	﹤0.01%	2069
2025 Q4	$4.33K	Hold	139	–	–	﹤0.01%	2051
2025 Q3	$3.89K	Sell	139 -601	-81%	-$15.7K	﹤0.01%	1937
2025 Q2	$18.5K	Buy	740 +601	+432%	+$13.4K	﹤0.01%	1401
2025 Q1	$2.99K	Sell	139 -73	-34%	-$1.31K	﹤0.01%	1898
2024 Q4	$3.38K	Buy	+212	New	+$3.55K	﹤0.01%	1821
2024 Q3	–	Sell	-59	Closed	-$1.08K	–	2186
2024 Q2	$1.08K	Sell	59 -1,055	-95%	-$19.9K	﹤0.01%	1958
2024 Q1	$21.5K	Buy	1,114 +299	+37%	+$6.17K	﹤0.01%	1048
2023 Q4	$18.3K	Buy	+815	New	+$17.9K	﹤0.01%	1088
2023 Q3	–	Sell	-711	Closed	-$20.1K	–	1735
2023 Q2	$20.1K	Buy	711 +168	+31%	+$4.81K	﹤0.01%	1095
2023 Q1	$14.8K	Buy	+543	New	+$16.3K	﹤0.01%	1179
2022 Q4	–	Sell	-157	Closed	-$3K	–	1811
2022 Q3	$3K	Buy	157 +127	+423%	+$2.91K	﹤0.01%	1554
2022 Q2	$1K	Sell	30 -722	-96%	-$18.5K	﹤0.01%	1856
2022 Q1	$22K	Sell	752 -16	-2%	-$511	﹤0.01%	1221
2021 Q4	$26K	Buy	+768	New	+$29.1K	﹤0.01%	1187

Other funds holding PUK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

UMB Bank's PUK Position: Q2 2026 in Review

UMB Bank held its Prudential (PUK) position steady in Q2 2026 at 139 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #2132.

UMB Bank first reported a position in PUK in Q4 2021 and has held it in 16 quarters since. The position peaked at $26K in Q4 2021. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

UMB Bank held 139 shares of Prudential worth $3.73K as of Q2 2026.
UMB Bank left its Prudential share count unchanged in Q2 2026.
Prudential made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2132 holding.
UMB Bank first reported a position in Prudential in Q4 2021 and has held it in 16 quarters since.
UMB Bank's Prudential position peaked at $26K in Q4 2021.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

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