FFO
UMBF icon

Fortitude Family Office’s UMB Financial UMBF Stock Holding History

Fortitude Family Office’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 		$8.14K Buy
57
+2
+4% +$257 ﹤0.01% 864
2026
Q1 		$6.2K Buy
55
+30
+120% +$3.61K ﹤0.01% 843
2025
Q4 		$2.88K Buy
25
+3
+14% +$340 ﹤0.01% 1026
2025
Q3 		$2.6K Hold
22
– – ﹤0.01% 1101
2025
Q2 		$2.31K Buy
+22
New +$2.19K ﹤0.01% 1120
2025
Q1 		– Sell
-6
Closed -$677 – 1278
2024
Q4 		$677 Hold
6
– – ﹤0.01% 1188
2024
Q3 		$631 Buy
+6
New +$585 ﹤0.01% 1145

Other funds holding UMBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fortitude Family Office's UMBF Position: Q2 2026 in Review

Fortitude Family Office increased its UMB Financial (UMBF) stake by 3.6% in Q2 2026, buying an estimated $257 and bringing the position to 57 shares worth $8.14K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Fortitude Family Office first reported a position in UMBF in Q3 2024 and has held it in 7 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

  • Fortitude Family Office held 57 shares of UMB Financial worth $8.14K as of Q2 2026.
  • Fortitude Family Office bought 2 UMB Financial shares in Q2 2026, an estimated $257.
  • UMB Financial made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #864 holding.
  • Fortitude Family Office first reported a position in UMB Financial in Q3 2024 and has held it in 7 quarters since.
  • 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.