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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

UMBF holding history

Umb Financial Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UMBF overviewAll 13F holders of UMBFFull Q2 2026 holdings

Shares (Q2 2026)
130,213
Value
$18.6M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UMBF by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026130,213$18.6M<0.1%+24,664+23.4%AddedHolders
Q1 2026105,549$11.9M<0.1%+21,572+25.7%AddedHolders
Q4 202583,977$9.66M<0.1%+4,667+5.9%AddedHolders
Q3 202579,310$9.39M<0.1%+7,450+10.4%AddedHolders
Q2 202571,860$7.56M<0.1%+783+1.1%AddedHolders
Q1 202571,077$7.19M<0.1%+20,720+41.1%AddedHolders
Q4 202450,357$5.68M<0.1%+19,031+60.8%AddedHolders
Q3 202431,326$3.29M<0.1%−8,331−21.0%ReducedHolders
Q2 202439,657$3.31M<0.1%+2,453+6.6%AddedHolders
Q1 202437,204$3.24M<0.1%+223+0.6%AddedHolders
Q4 202336,981$3.09M<0.1%+2,801+8.2%AddedHolders
Q3 202334,180$2.12M<0.1%+1,254+3.8%AddedHolders
Q2 202332,926$2.01M<0.1%+7,649+30.3%AddedHolders
Q1 202325,277$1.46M<0.1%+8,236+48.3%AddedHolders
Q4 202217,041$1.42M<0.1%+1,147+7.2%AddedHolders
Q3 202215,894$1.34M<0.1%+216+1.4%AddedHolders
Q2 202215,678$1.35M<0.1%+13+0.1%AddedHolders
Q1 202215,665$1.52M<0.1%+761+5.1%AddedHolders
Q4 202114,904$1.58M<0.1%+1,529+11.4%AddedHolders
Q3 202113,375$1.29M<0.1%+21+0.2%AddedHolders
Q2 202113,354$1.24M<0.1%−3,059−18.6%ReducedHolders
Q1 202116,413$1.51M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.