Position in UMBF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$18,589,207
+$6,684,337 QoQ
Shares Held
130,213
+23.4% QoQ
Ownership
0.171%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#75
of 480 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UMBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Creative Planning holds $942,016,805 across 209 Banks - Regional names. UMBF ranks #12 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
834,708 | $50,416,362 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
139,365 | $34,314,449 | |
| 3 | KB |
KB Financial Group Inc.
|
298,911 | $31,373,698 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
434,304 | $30,431,680 | |
| 5 | WF |
Woori Financial Group Inc.
|
519,254 | $29,805,179 | |
| 6 | SHG |
Shinhan Financial Group Co Ltd
|
471,068 | $29,795,050 | |
| 7 | FITB |
Fifth Third Bancorp
|
455,485 | $25,675,688 | |
| 8 | TFC |
Truist Financial Corp
|
513,102 | $25,562,741 |
All Filings in UMBF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,589,207 | 130,213 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $11,904,870 | 105,549 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $9,660,714 | 83,977 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,386,337 | 79,310 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,556,796 | 71,860 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $7,185,884 | 71,077 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,683,290 | 50,357 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,292,675 | 31,326 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,308,182 | 39,657 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $3,236,375 | 37,204 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,089,761 | 36,981 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,120,868 | 34,180 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $2,005,192 | 32,926 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,458,987 | 25,277 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,423,264 | 17,041 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,339,705 | 15,894 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,349,875 | 15,678 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,522,011 | 15,665 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,581,463 | 14,904 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,293,496 | 13,375 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,242,723 | 13,354 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,515,412 | 16,413 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,223,813 | 17,739 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $822,632 | 16,785 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $868,565 | 16,849 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $786,280 | 16,953 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||