Creative Planning’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.6M | Buy |
130,213
+24,664
| +23% | +$3.17M | 0.01% | 535 |
|
|
2026
Q1 | $11.9M | Buy |
105,549
+21,572
| +26% | +$2.6M | 0.01% | 613 |
|
|
2025
Q4 | $9.66M | Buy |
83,977
+4,667
| +6% | +$529K | 0.01% | 636 |
|
|
2025
Q3 | $9.39M | Buy |
79,310
+7,450
| +10% | +$859K | 0.01% | 594 |
|
|
2025
Q2 | $7.56M | Buy |
71,860
+783
| +1% | +$78.1K | 0.01% | 607 |
|
|
2025
Q1 | $7.19M | Buy |
71,077
+20,720
| +41% | +$2.28M | 0.01% | 594 |
|
|
2024
Q4 | $5.68M | Buy |
50,357
+19,031
| +61% | +$2.2M | 0.01% | 622 |
|
|
2024
Q3 | $3.29M | Sell |
31,326
-8,331
| -21% | -$812K | ﹤0.01% | 813 |
|
|
2024
Q2 | $3.31M | Buy |
39,657
+2,453
| +7% | +$201K | ﹤0.01% | 782 |
|
|
2024
Q1 | $3.24M | Buy |
37,204
+223
| +0.6% | +$18.1K | ﹤0.01% | 770 |
|
|
2023
Q4 | $3.09M | Buy |
36,981
+2,801
| +8% | +$197K | 0.01% | 732 |
|
|
2023
Q3 | $2.12M | Buy |
34,180
+1,254
| +4% | +$81.5K | ﹤0.01% | 828 |
|
|
2023
Q2 | $2.01M | Buy |
32,926
+7,649
| +30% | +$456K | ﹤0.01% | 815 |
|
|
2023
Q1 | $1.46M | Buy |
25,277
+8,236
| +48% | +$669K | ﹤0.01% | 904 |
|
|
2022
Q4 | $1.42M | Buy |
17,041
+1,147
| +7% | +$96.4K | ﹤0.01% | 870 |
|
|
2022
Q3 | $1.34M | Buy |
15,894
+216
| +1% | +$19.5K | ﹤0.01% | 839 |
|
|
2022
Q2 | $1.35M | Buy |
15,678
+13
| +0.1% | +$1.18K | ﹤0.01% | 850 |
|
|
2022
Q1 | $1.52M | Buy |
15,665
+761
| +5% | +$77.7K | ﹤0.01% | 810 |
|
|
2021
Q4 | $1.58M | Buy |
14,904
+1,529
| +11% | +$158K | ﹤0.01% | 771 |
|
|
2021
Q3 | $1.29M | Buy |
13,375
+21
| +0.2% | +$1.92K | ﹤0.01% | 836 |
|
|
2021
Q2 | $1.24M | Sell |
13,354
-3,059
| -19% | -$291K | ﹤0.01% | 844 |
|
|
2021
Q1 | $1.51M | Sell |
16,413
-1,326
| -7% | -$110K | ﹤0.01% | 835 |
|
|
2020
Q4 | $1.22M | Buy |
17,739
+954
| +6% | +$61.2K | ﹤0.01% | 864 |
|
|
2020
Q3 | $823K | Sell |
16,785
-64
| -0.4% | -$3.23K | ﹤0.01% | 887 |
|
|
2020
Q2 | $869K | Sell |
16,849
-104
| -0.6% | -$5.1K | ﹤0.01% | 792 |
|
|
2020
Q1 | $786K | Buy |
16,953
+1,419
| +9% | +$86.3K | ﹤0.01% | 741 |
|
|
2019
Q4 | $1.07M | Buy |
15,534
+436
| +3% | +$28.9K | ﹤0.01% | 761 |
|
|
2019
Q3 | $975K | Sell |
15,098
-749
| -5% | -$48.4K | ﹤0.01% | 773 |
|
|
2019
Q2 | $1.04M | Sell |
15,847
-270
| -2% | -$17.8K | ﹤0.01% | 745 |
|
|
2019
Q1 | $1.03M | Buy |
16,117
+288
| +2% | +$19K | ﹤0.01% | 726 |
|
|
2018
Q4 | $965K | Buy |
15,829
+2,097
| +15% | +$136K | ﹤0.01% | 685 |
|
|
2018
Q3 | $974K | Buy |
13,732
+65
| +0.5% | +$4.88K | ﹤0.01% | 775 |
|
|
2018
Q2 | $1.04M | Sell |
13,667
-2,281
| -14% | -$175K | ﹤0.01% | 729 |
|
|
2018
Q1 | $1.15M | Buy |
15,948
+4,015
| +34% | +$301K | ﹤0.01% | 660 |
|
|
2017
Q4 | $858K | Buy |
11,933
+427
| +4% | +$31.4K | ﹤0.01% | 815 |
|
|
2017
Q3 | $857K | Buy |
11,506
+254
| +2% | +$17.8K | ﹤0.01% | 791 |
|
|
2017
Q2 | $842K | Buy |
11,252
+1,058
| +10% | +$77.4K | ﹤0.01% | 771 |
|
|
2017
Q1 | $768K | Buy |
10,194
+56
| +0.6% | +$4.29K | ﹤0.01% | 773 |
|
|
2016
Q4 | $782K | Sell |
10,138
-95
| -0.9% | -$6.6K | ﹤0.01% | 721 |
|
|
2016
Q3 | $608K | Sell |
10,233
-17
| -0.2% | -$973 | ﹤0.01% | 796 |
|
|
2016
Q2 | $545K | Sell |
10,250
-774
| -7% | -$42.1K | ﹤0.01% | 731 |
|
|
2016
Q1 | $569K | Sell |
11,024
-35
| -0.3% | -$1.68K | ﹤0.01% | 704 |
|
|
2015
Q4 | $515K | Hold |
11,059
| – | – | ﹤0.01% | 743 |
|
|
2015
Q3 | $562K | Hold |
11,059
| – | – | 0.01% | 694 |
|
|
2015
Q2 | $631K | Sell |
11,059
-17
| -0.2% | -$914 | 0.01% | 601 |
|
|
2015
Q1 | $586K | Buy |
11,076
+571
| +5% | +$29.6K | 0.01% | 674 |
|
|
2014
Q4 | $598K | Sell |
10,505
-29
| -0.3% | -$1.63K | 0.01% | 624 |
|
|
2014
Q3 | $575K | Buy |
10,534
+33
| +0.3% | +$1.91K | 0.01% | 601 |
|
|
2014
Q2 | $666K | Hold |
10,501
| – | – | 0.01% | 533 |
|
|
2014
Q1 | $679K | Sell |
10,501
-16
| -0.2% | -$999 | 0.01% | 509 |
|
|
2013
Q4 | $676K | Sell |
10,517
-17
| -0.2% | -$1.03K | 0.01% | 432 |
|
|
2013
Q3 | $572K | Buy |
10,534
+242
| +2% | +$14.1K | 0.01% | 412 |
|
|
2013
Q2 | $573K | Buy |
+10,292
| New | +$524K | 0.01% | 373 |
|
Other funds holding UMBF
UB
Creative Planning's UMBF Position: Q2 2026 in Review
Creative Planning increased its UMB Financial (UMBF) stake by 23% in Q2 2026, buying an estimated $3.17M and bringing the position to 130,213 shares worth $18.6M. The position accounts for 0.01% of the portfolio, ranked #535.
Creative Planning first reported a position in UMBF in Q2 2013 and has held it in 53 quarters since. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.
- Creative Planning held 130,213 shares of UMB Financial worth $18.6M as of Q2 2026.
- Creative Planning bought 24,664 UMB Financial shares in Q2 2026, an estimated $3.17M.
- UMB Financial made up 0.01% of Creative Planning's portfolio in Q2 2026, its #535 holding.
- Creative Planning first reported a position in UMB Financial in Q2 2013 and has held it in 53 quarters since.
- 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.