de Creative Planning UMB Financial UMBF Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 18.6 M | Comprar |
130,213
+24,664
| +23% | +USD 3.17 M | 0.01% | 535 |
|
|
2026
Q1 | USD 11.9 M | Comprar |
105,549
+21,572
| +26% | +USD 2.6 M | 0.01% | 613 |
|
|
2025
Q4 | USD 9.7 M | Comprar |
83,977
+4,667
| +6% | +USD 529 k | 0.01% | 636 |
|
|
2025
Q3 | USD 9.39 M | Comprar |
79,310
+7,450
| +10% | +USD 859 k | 0.01% | 594 |
|
|
2025
Q2 | USD 7.56 M | Comprar |
71,860
+783
| +1% | +USD 78.1 k | 0.01% | 607 |
|
|
2025
Q1 | USD 7.19 M | Comprar |
71,077
+20,720
| +41% | +USD 2.28 M | 0.01% | 594 |
|
|
2024
Q4 | USD 5.68 M | Comprar |
50,357
+19,031
| +61% | +USD 2.2 M | 0.01% | 622 |
|
|
2024
Q3 | USD 3.29 M | Vender |
31,326
-8,331
| -21% | -USD 812 k | ﹤0.01% | 813 |
|
|
2024
Q2 | USD 3.31 M | Comprar |
39,657
+2,453
| +7% | +USD 201 k | ﹤0.01% | 782 |
|
|
2024
Q1 | USD 3.24 M | Comprar |
37,204
+223
| +0.6% | +USD 18.1 k | ﹤0.01% | 770 |
|
|
2023
Q4 | USD 3.09 M | Comprar |
36,981
+2,801
| +8% | +USD 197 k | 0.01% | 732 |
|
|
2023
Q3 | USD 2.12 M | Comprar |
34,180
+1,254
| +4% | +USD 81.5 k | ﹤0.01% | 828 |
|
|
2023
Q2 | USD 2.01 M | Comprar |
32,926
+7,649
| +30% | +USD 456 k | ﹤0.01% | 815 |
|
|
2023
Q1 | USD 1.46 M | Comprar |
25,277
+8,236
| +48% | +USD 669 k | ﹤0.01% | 904 |
|
|
2022
Q4 | USD 1.42 M | Comprar |
17,041
+1,147
| +7% | +USD 96.4 k | ﹤0.01% | 870 |
|
|
2022
Q3 | USD 1.34 M | Comprar |
15,894
+216
| +1% | +USD 19.5 k | ﹤0.01% | 839 |
|
|
2022
Q2 | USD 1.35 M | Comprar |
15,678
+13
| +0.1% | +USD 1.18 k | ﹤0.01% | 850 |
|
|
2022
Q1 | USD 1.52 M | Comprar |
15,665
+761
| +5% | +USD 77.7 k | ﹤0.01% | 810 |
|
|
2021
Q4 | USD 1.58 M | Comprar |
14,904
+1,529
| +11% | +USD 158 k | ﹤0.01% | 771 |
|
|
2021
Q3 | USD 1.29 M | Comprar |
13,375
+21
| +0.2% | +USD 1.92 k | ﹤0.01% | 836 |
|
|
2021
Q2 | USD 1.24 M | Vender |
13,354
-3,059
| -19% | -USD 291 k | ﹤0.01% | 844 |
|
|
2021
Q1 | USD 1.52 M | Vender |
16,413
-1,326
| -7% | -USD 110 k | ﹤0.01% | 835 |
|
|
2020
Q4 | USD 1.22 M | Comprar |
17,739
+954
| +6% | +USD 61.2 k | ﹤0.01% | 864 |
|
|
2020
Q3 | USD 823 k | Vender |
16,785
-64
| -0.4% | -USD 3.23 k | ﹤0.01% | 887 |
|
|
2020
Q2 | USD 869 k | Vender |
16,849
-104
| -0.6% | -USD 5.1 k | ﹤0.01% | 792 |
|
|
2020
Q1 | USD 786 k | Comprar |
16,953
+1,419
| +9% | +USD 86.3 k | ﹤0.01% | 741 |
|
|
2019
Q4 | USD 1.07 M | Comprar |
15,534
+436
| +3% | +USD 28.9 k | ﹤0.01% | 761 |
|
|
2019
Q3 | USD 975 k | Vender |
15,098
-749
| -5% | -USD 48.4 k | ﹤0.01% | 773 |
|
|
2019
Q2 | USD 1.04 M | Vender |
15,847
-270
| -2% | -USD 17.8 k | ﹤0.01% | 745 |
|
|
2019
Q1 | USD 1.03 M | Comprar |
16,117
+288
| +2% | +USD 19 k | ﹤0.01% | 726 |
|
|
2018
Q4 | USD 965 k | Comprar |
15,829
+2,097
| +15% | +USD 136 k | ﹤0.01% | 685 |
|
|
2018
Q3 | USD 974 k | Comprar |
13,732
+65
| +0.5% | +USD 4.88 k | ﹤0.01% | 775 |
|
|
2018
Q2 | USD 1.04 M | Vender |
13,667
-2,281
| -14% | -USD 175 k | ﹤0.01% | 729 |
|
|
2018
Q1 | USD 1.15 M | Comprar |
15,948
+4,015
| +34% | +USD 301 k | ﹤0.01% | 660 |
|
|
2017
Q4 | USD 858 k | Comprar |
11,933
+427
| +4% | +USD 31.4 k | ﹤0.01% | 815 |
|
|
2017
Q3 | USD 857 k | Comprar |
11,506
+254
| +2% | +USD 17.8 k | ﹤0.01% | 791 |
|
|
2017
Q2 | USD 842 k | Comprar |
11,252
+1,058
| +10% | +USD 77.4 k | ﹤0.01% | 771 |
|
|
2017
Q1 | USD 768 k | Comprar |
10,194
+56
| +0.6% | +USD 4.28 k | ﹤0.01% | 773 |
|
|
2016
Q4 | USD 782 k | Vender |
10,138
-95
| -0.9% | -USD 6.6 k | ﹤0.01% | 721 |
|
|
2016
Q3 | USD 608 k | Vender |
10,233
-17
| -0.2% | -USD 973 | ﹤0.01% | 796 |
|
|
2016
Q2 | USD 545 k | Vender |
10,250
-774
| -7% | -USD 42.1 k | ﹤0.01% | 731 |
|
|
2016
Q1 | USD 569 k | Vender |
11,024
-35
| -0.3% | -USD 1.68 k | ﹤0.01% | 704 |
|
|
2015
Q4 | USD 515 k | Mantener |
11,059
| – | – | ﹤0.01% | 743 |
|
|
2015
Q3 | USD 562 k | Mantener |
11,059
| – | – | 0.01% | 694 |
|
|
2015
Q2 | USD 631 k | Vender |
11,059
-17
| -0.2% | -USD 914 | 0.01% | 601 |
|
|
2015
Q1 | USD 586 k | Comprar |
11,076
+571
| +5% | +USD 29.6 k | 0.01% | 674 |
|
|
2014
Q4 | USD 598 k | Vender |
10,505
-29
| -0.3% | -USD 1.63 k | 0.01% | 624 |
|
|
2014
Q3 | USD 575 k | Comprar |
10,534
+33
| +0.3% | +USD 1.9 k | 0.01% | 601 |
|
|
2014
Q2 | USD 666 k | Mantener |
10,501
| – | – | 0.01% | 533 |
|
|
2014
Q1 | USD 679 k | Vender |
10,501
-16
| -0.2% | -USD 999 | 0.01% | 509 |
|
|
2013
Q4 | USD 676 k | Vender |
10,517
-17
| -0.2% | -USD 1.03 k | 0.01% | 432 |
|
|
2013
Q3 | USD 572 k | Comprar |
10,534
+242
| +2% | +USD 14.1 k | 0.01% | 412 |
|
|
2013
Q2 | USD 573 k | Comprar |
+10,292
| Nuevas | +USD 524 k | 0.01% | 373 |
|
Otros fondos que tienen UMBF en su cartera
Posición de Creative Planning en UMBF: resumen de T2 2026
Creative Planning aumentó su participación en UMB Financial (UMBF) en 23% durante T2 2026, al comprar aproximadamente USD 3.17 M y elevar la posición a 130,213 acciones con un valor de USD 18.6 M. La posición representa 0.01% de la cartera y ocupa el puesto #535.
Creative Planning reportó por primera vez una posición en UMBF en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 485 fondos que sigue Wall St. Rank mantienen una posición en UMBF.
- Al cierre de T2 2026, Creative Planning tenía 130,213 acciones de UMB Financial con un valor de USD 18.6 M.
- Creative Planning compró 24,664 acciones de UMB Financial en T2 2026, por un monto estimado de USD 3.17 M.
- UMB Financial representó 0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 535.
- Creative Planning reportó por primera vez una posición en UMB Financial en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 485 fondos que sigue Wall St. Rank tenían UMB Financial en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.