Fortress Wealth Management’s UMB Financial UMBF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.34M	Hold	12,780	–	–	0.65%	28
2025 Q1	$1.29M	Buy	+12,780	New	+$1.29M	0.67%	29