WWM
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Whalen Wealth Management’s UMB Financial UMBF Stock Holding History

Whalen Wealth Management’s Portfolio UMBF Stock Details UMBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$380K Sell
2,924
-588
-17% -$83.9K 0.16% 144
2026
Q2 		$501K Sell
3,512
-227
-6% -$29.2K 0.23% 112
2026
Q1 		$422K Buy
+3,739
New +$450K 0.23% 113
2025
Q3 		– Sell
-3,786
Closed -$398K – 267
2025
Q2 		$398K Buy
+3,786
New +$378K 0.25% 114

Other funds holding UMBF

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Whalen Wealth Management's UMBF Position: Q3 2026 in Review

Whalen Wealth Management reduced its UMB Financial (UMBF) stake by 17% in Q3 2026, selling an estimated $83.9K and leaving 2,924 shares worth $380K. The position accounts for 0.16% of the portfolio, ranked #144.

Whalen Wealth Management first reported a position in UMBF in Q2 2025 and has held it in 4 quarters since. The position peaked at $501K in Q2 2026. 16 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

  • Whalen Wealth Management held 2,924 shares of UMB Financial worth $380K as of Q3 2026.
  • Whalen Wealth Management sold 588 UMB Financial shares in Q3 2026, an estimated $83.9K.
  • UMB Financial made up 0.16% of Whalen Wealth Management's portfolio in Q3 2026, its #144 holding.
  • Whalen Wealth Management first reported a position in UMB Financial in Q2 2025 and has held it in 4 quarters since.
  • Whalen Wealth Management's UMB Financial position peaked at $501K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.