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 Q3	$8.19K	Buy	63 +6	+11%	+$856	﹤0.01%	1315
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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Fortitude Family Office's UMBF Position: Q3 2026 in Review

Fortitude Family Office increased its UMB Financial (UMBF) stake by 11% in Q3 2026, buying an estimated $856 and bringing the position to 63 shares worth $8.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Fortitude Family Office first reported a position in UMBF in Q3 2024 and has held it in 8 quarters since. 39 funds tracked by Wall St. Rank hold UMBF as of Q3 2026.

Fortitude Family Office held 63 shares of UMB Financial worth $8.19K as of Q3 2026.
Fortitude Family Office bought 6 UMB Financial shares in Q3 2026, an estimated $856.
UMB Financial made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1315 holding.
Fortitude Family Office first reported a position in UMB Financial in Q3 2024 and has held it in 8 quarters since.
39 funds tracked by Wall St. Rank held UMB Financial as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.