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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$520K Hold
4,942
– – 0.19% 40
2025
Q1 		$500K Buy
+4,942
New +$500K 0.19% 34