Whelan Financial
UMBF icon

Whelan Financial’s UMB Financial UMBF Stock Holding History

Whelan Financial’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 		$651K Hold
5,009
– – 0.17% 51
2026
Q2 		$715K Buy
5,009
+1
+0% +$129 0.19% 46
2026
Q1 		$565K Buy
5,008
+1
+0% +$120 0.18% 49
2025
Q4 		$576K Buy
5,007
+1
+0% +$113 0.18% 45
2025
Q3 		$592K Buy
5,006
+64
+1% +$7.38K 0.19% 45
2025
Q2 		$520K Hold
4,942
– – 0.19% 40
2025
Q1 		$500K Buy
+4,942
New +$545K 0.19% 34

Other funds holding UMBF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Whelan Financial's UMBF Position: Q3 2026 in Review

Whelan Financial held its UMB Financial (UMBF) position steady in Q3 2026 at 5,009 shares worth $651K. The position accounts for 0.17% of the portfolio, ranked #51.

Whelan Financial first reported a position in UMBF in Q1 2025 and has held it in 7 quarters since. The position peaked at $715K in Q2 2026. 420 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

  • Whelan Financial held 5,009 shares of UMB Financial worth $651K as of Q3 2026.
  • Whelan Financial left its UMB Financial share count unchanged in Q3 2026.
  • UMB Financial made up 0.17% of Whelan Financial's portfolio in Q3 2026, its #51 holding.
  • Whelan Financial first reported a position in UMB Financial in Q1 2025 and has held it in 7 quarters since.
  • Whelan Financial's UMB Financial position peaked at $715K in Q2 2026.
  • 420 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.