Creative Capital Management Investments’s UMB Financial UMBF Stock Holding History

Creative Capital Management Investments’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 Q2	$3.14K	Buy	+22	New	+$2.83K	﹤0.01%	598

Other funds holding UMBF

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PTEAP

Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Creative Capital Management Investments's UMBF Position: Q2 2026 in Review

Creative Capital Management Investments opened a new position in UMB Financial (UMBF) in Q2 2026: 22 shares worth $3.14K. The stake represents ﹤0.01% of the portfolio and ranks #598 among its holdings.

100 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.

Creative Capital Management Investments held 22 shares of UMB Financial worth $3.14K as of Q2 2026.
UMB Financial was a new Creative Capital Management Investments position in Q2 2026.
UMB Financial made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #598 holding.
100 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.