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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Whalen Wealth Management's UMBF Position: Q2 2026 in Review

Whalen Wealth Management reduced its UMB Financial (UMBF) stake by 6.1% in Q2 2026, selling an estimated $29.2K and leaving 3,512 shares worth $501K. The position accounts for 0.23% of the portfolio, ranked #112.

Whalen Wealth Management first reported a position in UMBF in Q2 2025 and has held it in 3 quarters since. 481 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Whalen Wealth Management held 3,512 shares of UMB Financial worth $501K as of Q2 2026.
  • Whalen Wealth Management sold 227 UMB Financial shares in Q2 2026, an estimated $29.2K.
  • UMB Financial made up 0.23% of Whalen Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Whalen Wealth Management first reported a position in UMB Financial in Q2 2025 and has held it in 3 quarters since.
  • 481 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.