WF
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
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

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PTEAP
Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Whelan Financial's UMBF Position: Q2 2026 in Review

Whelan Financial increased its UMB Financial (UMBF) stake by 0.02% in Q2 2026, buying an estimated $129 and bringing the position to 5,009 shares worth $715K. The position accounts for 0.19% of the portfolio, ranked #46.

Whelan Financial first reported a position in UMBF in Q1 2025 and has held it in 6 quarters since. 155 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Whelan Financial held 5,009 shares of UMB Financial worth $715K as of Q2 2026.
  • Whelan Financial bought 1 UMB Financial share in Q2 2026, an estimated $129.
  • UMB Financial made up 0.19% of Whelan Financial's portfolio in Q2 2026, its #46 holding.
  • Whelan Financial first reported a position in UMB Financial in Q1 2025 and has held it in 6 quarters since.
  • 155 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.