WESPAC Advisors, LLC

Position in UMBF — Umb Financial Corp

CIK 1484540 ORINDA, CA

Position in UMBF

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$297,797

New position

Shares Held

2,086

first reported quarter

Ownership

0.003%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#334

of 480 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WESPAC Advisors, LLC holds $823,212 across 3 Banks - Regional names. UMBF ranks #1 (36.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UMBF	Umb Financial Corp This page	2,086	$297,797
2	CFG	Citizens Financial Group Inc/Ri	4,172	$292,332
3	USB	US Bancorp De	3,859	$233,083

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$297,797	2,086	—	Shares	Sole	2026-08-10
No filing history on record for this holder in this stock.