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Fortress Wealth Management’s UMB Financial UMBF Stock Holding History

Fortress Wealth Management’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
Q3 		$1.51M Hold
12,780
– – 0.67% 30
2025
Q2 		$1.34M Hold
12,780
– – 0.65% 28
2025
Q1 		$1.29M Buy
+12,780
New +$1.41M 0.67% 29

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Fortress Wealth Management's UMBF Position: Q3 2025 in Review

Fortress Wealth Management held its UMB Financial (UMBF) position steady in Q3 2025 at 12,780 shares worth $1.51M. The position accounts for 0.67% of the portfolio, ranked #30.

Fortress Wealth Management first reported a position in UMBF in Q1 2025 and has held it in 3 quarters since. 404 funds tracked by Wall St. Rank hold UMBF as of Q3 2025.

  • Fortress Wealth Management held 12,780 shares of UMB Financial worth $1.51M as of Q3 2025.
  • Fortress Wealth Management left its UMB Financial share count unchanged in Q3 2025.
  • UMB Financial made up 0.67% of Fortress Wealth Management's portfolio in Q3 2025, its #30 holding.
  • Fortress Wealth Management first reported a position in UMB Financial in Q1 2025 and has held it in 3 quarters since.
  • 404 funds tracked by Wall St. Rank held UMB Financial as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.