UMB Financial Corporation shares owned by Creative Planning
Quarter-by-quarter ownership of UMB Financial Corporation (UMBF) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in UMB Financial Corporation
Tip: Access up to 7 years of quarterly data
All positions including UMB Financial Corporation held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UMB Financial Corporation by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.4M | 79k | 118.35 |
| 2025-06-30 | $7.6M | 72k | 105.16 |
| 2025-03-31 | $7.2M | 71k | 101.10 |
| 2024-12-31 | $5.7M | 50k | 112.86 |
| 2024-09-30 | $3.3M | 31k | 105.11 |
| 2024-06-30 | $3.3M | 40k | 83.42 |
| 2024-03-31 | $3.2M | 37k | 86.99 |
| 2023-12-31 | $3.1M | 37k | 83.55 |
| 2023-09-30 | $2.1M | 34k | 62.05 |
| 2023-06-30 | $2.0M | 33k | 60.90 |
| 2023-03-31 | $1.5M | 25k | 57.72 |
| 2022-12-31 | $1.4M | 17k | 83.52 |
| 2022-09-30 | $1.3M | 16k | 84.31 |
| 2022-06-30 | $1.3M | 16k | 86.11 |
| 2022-03-31 | $1.5M | 16k | 97.16 |
| 2021-12-31 | $1.6M | 15k | 106.08 |
| 2021-09-30 | $1.3M | 13k | 96.67 |
| 2021-06-30 | $1.2M | 13k | 93.08 |
| 2021-03-31 | $1.5M | 16k | 92.30 |
| 2020-12-31 | $1.2M | 18k | 69.00 |
| 2020-09-30 | $823k | 17k | 49.03 |
| 2020-06-30 | $869k | 17k | 51.58 |
| 2020-03-31 | $786k | 17k | 46.36 |
| 2019-12-31 | $1.1M | 16k | 68.62 |
| 2019-09-30 | $975k | 15k | 64.58 |
| 2019-06-30 | $1.0M | 16k | 65.82 |
| 2019-03-31 | $1.0M | 16k | 64.03 |
| 2018-12-31 | $965k | 16k | 60.96 |
| 2018-09-30 | $974k | 14k | 70.93 |
| 2018-06-30 | $1.0M | 14k | 76.24 |
| 2018-03-31 | $1.2M | 16k | 72.36 |
| 2017-12-31 | $858k | 12k | 71.90 |
| 2017-09-30 | $857k | 12k | 74.48 |
| 2017-06-30 | $842k | 11k | 74.83 |
| 2017-03-31 | $768k | 10k | 75.34 |
| 2016-12-31 | $782k | 10k | 77.14 |
| 2016-09-30 | $608k | 10k | 59.42 |
| 2016-06-30 | $545k | 10k | 53.17 |
| 2016-03-31 | $569k | 11k | 51.61 |
| 2015-12-31 | $515k | 11k | 46.57 |
| 2015-09-30 | $562k | 11k | 50.82 |
| 2015-06-30 | $631k | 11k | 57.06 |
| 2015-03-31 | $586k | 11k | 52.91 |
| 2014-12-31 | $598k | 11k | 56.93 |
| 2014-09-30 | $575k | 11k | 54.59 |
| 2014-06-30 | $666k | 11k | 63.42 |
| 2014-03-31 | $679k | 11k | 64.66 |
| 2013-12-31 | $676k | 11k | 64.28 |
| 2013-09-30 | $572k | 11k | 54.30 |
| 2013-06-30 | $573k | 10k | 55.67 |
| 2012-12-31 | $420k | 9.6k | 43.87 |
| 2012-09-30 | $466k | 9.6k | 48.67 |
| 2012-06-30 | $490k | 9.6k | 51.18 |
| 2011-12-31 | $357k | 9.6k | 37.29 |