Fortitude Advisory Group’s UMB Financial UMBF Stock Holding History

Fortitude Advisory Group’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
2025 Q1	–	Sell	-2,906	Closed	-$328K	–	221
2024 Q4	$328K	Sell	2,906 -1,247	-30%	-$144K	0.2%	114
2024 Q3	$437K	Sell	4,153 -396	-9%	-$38.6K	0.28%	84
2024 Q2	$379K	Sell	4,549 -9	-0.2%	-$738	0.23%	89
2024 Q1	$397K	Hold	4,558	–	–	0.22%	98
2023 Q4	$381K	Sell	4,558 -1,979	-30%	-$139K	0.23%	99
2023 Q3	$406K	Buy	6,537 +2,276	+53%	+$148K	0.27%	81
2023 Q2	$259K	Hold	4,261	–	–	0.19%	131
2023 Q1	$246K	Hold	4,261	–	–	0.19%	149
2022 Q4	$356K	Sell	4,261 -12	-0.3%	-$1.01K	0.3%	91
2022 Q3	$360K	Hold	4,273	–	–	0.34%	78
2022 Q2	$368K	Buy	4,273 +4,028	+1,644%	+$365K	0.34%	83
2022 Q1	$24K	Hold	245	–	–	0.01%	777
2021 Q4	$26K	Buy	+245	New	+$25.3K	0.01%	766

Other funds holding UMBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fortitude Advisory Group's UMBF Position: Q1 2025 in Review

Fortitude Advisory Group sold out of UMB Financial (UMBF) in Q1 2025, closing a stake of 2,906 shares — an estimated $328K sold.

Fortitude Advisory Group first reported a position in UMBF in Q4 2021 and held it in 13 quarters. The position peaked at $437K in Q3 2024. 410 funds tracked by Wall St. Rank hold UMBF as of Q1 2025.

Fortitude Advisory Group reported no remaining UMB Financial position as of Q1 2025 after selling out during the quarter.
Fortitude Advisory Group sold 2,906 UMB Financial shares in Q1 2025, an estimated $328K.
Fortitude Advisory Group first reported a position in UMB Financial in Q4 2021 and held it in 13 quarters.
Fortitude Advisory Group's UMB Financial position peaked at $437K in Q3 2024.
410 funds tracked by Wall St. Rank held UMB Financial as of Q1 2025.

Based on Fortitude Advisory Group's 13F filing for Q1 2025, filed 17 Apr 2025.