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UMB Financial Corporation shares owned by Fortress Wealth Management

Quarter-by-quarter ownership of UMB Financial Corporation (UMBF) shares owned by Fortress Wealth Management from 13F filings

Historical chart of Fortress Wealth Management investment in UMB Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including UMB Financial Corporation held by Fortress Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UMB Financial Corporation by Fortress Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 13k 118.35
2025-06-30 $1.3M 13k 105.16
2025-03-31 $1.3M 13k 101.10

More positions owned by Fortress Wealth Management

American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Internatnal Val (DFIV)
Pimco Etf Tr Multisector Bd (PYLD)
J P Morgan Exchange Traded F Income Etf (JPIE)
Dimensional Etf Trust Intl High Profit (DIHP)
Exchange Listed Fds Tr Saba Int Rate (CEFS)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Wisdomtree Tr Floatng Rat Trea (USFR)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Exchange Listed Fds Tr Stratified Large (SSPY)
American Centy Etf Tr Emerging Mkt Val (AVES)
Calamos Etf Tr Autocallable Inc (CAIE)
Dimensional Etf Trust Emerging Mkts Hi (DEHP)
Entrepreneurshares Series Tr Ershares Private (XOVR)

View all positions for Fortress Wealth Management

Top funds holding UMB Financial Corporation

BlackRock
Vanguard Group
Umb Bank N A
State Street Corporation
Wellington Management Company
Dimensional Fund Advisors
FMR
Geode Capital Management
Neuberger Berman Group
Allspring Global Investments Holdings
American Century Companies
Alliancebernstein
Earnest Partners
Victory Capital Management
Charles Schwab Investment Management

View all funds holding UMB Financial Corporation