UMB FINL CORP

Ticker: UMBF CUSIP: 902788108 Class: EQTY

Whelan Financial's Holding History (CIK: 0001894921)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 5,007 Value ($000) $576 Avg Close $113.28 Range $103.38 - $121.89
Q3 2025
Shares 5,006 Value ($000) $592 Avg Close $115.25 Range $103.07 - $126.14
Q2 2025
Shares 4,942 Value ($000) $520 Avg Close $99.71 Range $82.00 - $109.46
Q1 2025
Shares 4,942 Value ($000) $500 Avg Close $110.25 Range $94.90 - $124.27