UMB FINL CORP

Ticker: UMBF CUSIP: 902788108 Class: EQTY

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 83,977 Value ($000) $9,661 Avg Close $113.28 Range $103.38 - $121.89

Q3 2025

Shares 79,310 Value ($000) $9,386 Avg Close $115.25 Range $103.07 - $126.14

Q2 2025

Shares 71,860 Value ($000) $7,557 Avg Close $99.71 Range $82.00 - $109.46

Q1 2025

Shares 71,077 Value ($000) $7,186 Avg Close $110.25 Range $94.90 - $124.27

Q4 2024

Shares 50,357 Value ($000) $5,683 Avg Close $115.63 Range $100.23 - $129.94

Q3 2024

Shares 31,326 Value ($000) $3,293 Avg Close $97.49 Range $81.01 - $109.42

Q2 2024

Shares 39,657 Value ($000) $3,308 Avg Close $82.01 Range $76.00 - $87.21

Q1 2024

Shares 37,204 Value ($000) $3,236 Avg Close $81.32 Range $76.73 - $87.36

Q4 2023

Shares 36,981 Value ($000) $3,090 Avg Close $70.34 Range $57.91 - $85.36

Q3 2023

Shares 34,180 Value ($000) $2,121 Avg Close $64.95 Range $57.84 - $72.91

Q2 2023

Shares 32,926 Value ($000) $2,005 Avg Close $59.67 Range $50.68 - $68.14

Q1 2023

Shares 25,277 Value ($000) $1,459 Avg Close $81.27 Range $51.28 - $92.68

Q4 2022

Shares 17,041 Value ($000) $1,423 Avg Close $84.02 Range $76.97 - $92.70

Q3 2022

Shares 15,894 Value ($000) $1,340 Avg Close $90.50 Range $82.68 - $99.19

Q2 2022

Shares 15,678 Value ($000) $1,350 Avg Close $90.65 Range $81.57 - $99.27

Q1 2022

Shares 15,665 Value ($000) $1,522 Avg Close $102.07 Range $94.52 - $112.24

Q4 2021

Shares 14,904 Value ($000) $1,581 Avg Close $103.16 Range $94.12 - $109.90

Q3 2021

Shares 13,375 Value ($000) $1,293 Avg Close $91.22 Range $84.21 - $99.18

Q2 2021

Shares 13,354 Value ($000) $1,243 Avg Close $94.99 Range $84.30 - $99.98

Q1 2021

Shares 16,413 Value ($000) $1,515 Avg Close $82.61 Range $67.33 - $99.82

Q4 2020

Shares 17,739 Value ($000) $1,224 Avg Close $64.13 Range $47.85 - $72.76

Q3 2020

Shares 16,785 Value ($000) $823 Avg Close $50.48 Range $43.79 - $56.41

Q2 2020

Shares 16,849 Value ($000) $869 Avg Close $49.02 Range $40.02 - $62.65

Q1 2020

Shares 16,953 Value ($000) $786 Avg Close $60.84 Range $39.47 - $70.26

Q4 2019

Shares 15,534 Value ($000) $1,066 Avg Close $66.36 Range $61.48 - $70.25

Q3 2019

Shares 15,098 Value ($000) $975 Avg Close $64.62 Range $60.18 - $69.31

Q2 2019

Shares 15,847 Value ($000) $1,043 Avg Close $65.95 Range $61.14 - $71.97

Q1 2019

Shares 16,117 Value ($000) $1,032 Avg Close $66.11 Range $59.88 - $69.73

Q4 2018

Shares 15,829 Value ($000) $965 Avg Close $64.83 Range $57.00 - $73.14

Q3 2018

Shares 13,732 Value ($000) $974 Avg Close $75.11 Range $70.16 - $80.39

Q2 2018

Shares 13,667 Value ($000) $1,042 Avg Close $76.86 Range $70.06 - $82.14

Q1 2018

Shares 15,948 Value ($000) $1,154 Avg Close $74.91 Range $70.71 - $78.27

Q4 2017

Shares 11,933 Value ($000) $858 Avg Close $73.45 Range $68.76 - $77.72

Q3 2017

Shares 11,506 Value ($000) $857 Avg Close $70.02 Range $62.27 - $76.98

Q2 2017

Shares 11,252 Value ($000) $842 Avg Close $73.19 Range $66.51 - $78.67

Q1 2017

Shares 10,194 Value ($000) $768 Avg Close $76.51 Range $70.69 - $81.55

Q4 2016

Shares 10,138 Value ($000) $782 Avg Close $69.52 Range $58.71 - $81.11

Q3 2016

Shares 10,233 Value ($000) $608 Avg Close $57.26 Range $50.60 - $61.24

Q2 2016

Shares 10,250 Value ($000) $545 Avg Close $54.35 Range $48.49 - $58.89

Q1 2016

Shares 11,024 Value ($000) $569 Avg Close $48.04 Range $39.55 - $53.89

Q4 2015

Shares 11,059 Value ($000) $515 Avg Close $50.48 Range $45.14 - $54.87

Q3 2015

Shares 11,059 Value ($000) $562 Avg Close $52.75 Range $47.03 - $58.44

Q2 2015

Shares 11,059 Value ($000) $631 Avg Close $53.75 Range $49.41 - $58.84

Q1 2015

Shares 11,076 Value ($000) $586 Avg Close $51.86 Range $47.26 - $57.32

Q4 2014

Shares 10,505 Value ($000) $598 Avg Close $56.34 Range $51.87 - $61.00

Q3 2014

Shares 10,534 Value ($000) $575 Avg Close $57.72 Range $54.54 - $65.30

Q2 2014

Shares 10,501 Value ($000) $666 Avg Close $59.62 Range $52.77 - $66.98

Q1 2014

Shares 10,501 Value ($000) $679 Avg Close $62.46 Range $56.15 - $68.27

Q4 2013

Shares 10,517 Value ($000) $676 Avg Close $60.74 Range $53.72 - $65.44

Q3 2013

Shares 10,534 Value ($000) $572 Avg Close $58.33 Range $51.86 - $62.20

Q2 2013

Shares 10,292 Value ($000) $573 Avg Close $50.96 Range $46.34 - $56.14

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	83,977	$9,661	$113.28	$103.38 - $121.89
Q3 2025	79,310	$9,386	$115.25	$103.07 - $126.14
Q2 2025	71,860	$7,557	$99.71	$82.00 - $109.46
Q1 2025	71,077	$7,186	$110.25	$94.90 - $124.27
Q4 2024	50,357	$5,683	$115.63	$100.23 - $129.94
Q3 2024	31,326	$3,293	$97.49	$81.01 - $109.42
Q2 2024	39,657	$3,308	$82.01	$76.00 - $87.21
Q1 2024	37,204	$3,236	$81.32	$76.73 - $87.36
Q4 2023	36,981	$3,090	$70.34	$57.91 - $85.36
Q3 2023	34,180	$2,121	$64.95	$57.84 - $72.91
Q2 2023	32,926	$2,005	$59.67	$50.68 - $68.14
Q1 2023	25,277	$1,459	$81.27	$51.28 - $92.68
Q4 2022	17,041	$1,423	$84.02	$76.97 - $92.70
Q3 2022	15,894	$1,340	$90.50	$82.68 - $99.19
Q2 2022	15,678	$1,350	$90.65	$81.57 - $99.27
Q1 2022	15,665	$1,522	$102.07	$94.52 - $112.24
Q4 2021	14,904	$1,581	$103.16	$94.12 - $109.90
Q3 2021	13,375	$1,293	$91.22	$84.21 - $99.18
Q2 2021	13,354	$1,243	$94.99	$84.30 - $99.98
Q1 2021	16,413	$1,515	$82.61	$67.33 - $99.82
Q4 2020	17,739	$1,224	$64.13	$47.85 - $72.76
Q3 2020	16,785	$823	$50.48	$43.79 - $56.41
Q2 2020	16,849	$869	$49.02	$40.02 - $62.65
Q1 2020	16,953	$786	$60.84	$39.47 - $70.26
Q4 2019	15,534	$1,066	$66.36	$61.48 - $70.25
Q3 2019	15,098	$975	$64.62	$60.18 - $69.31
Q2 2019	15,847	$1,043	$65.95	$61.14 - $71.97
Q1 2019	16,117	$1,032	$66.11	$59.88 - $69.73
Q4 2018	15,829	$965	$64.83	$57.00 - $73.14
Q3 2018	13,732	$974	$75.11	$70.16 - $80.39
Q2 2018	13,667	$1,042	$76.86	$70.06 - $82.14
Q1 2018	15,948	$1,154	$74.91	$70.71 - $78.27
Q4 2017	11,933	$858	$73.45	$68.76 - $77.72
Q3 2017	11,506	$857	$70.02	$62.27 - $76.98
Q2 2017	11,252	$842	$73.19	$66.51 - $78.67
Q1 2017	10,194	$768	$76.51	$70.69 - $81.55
Q4 2016	10,138	$782	$69.52	$58.71 - $81.11
Q3 2016	10,233	$608	$57.26	$50.60 - $61.24
Q2 2016	10,250	$545	$54.35	$48.49 - $58.89
Q1 2016	11,024	$569	$48.04	$39.55 - $53.89
Q4 2015	11,059	$515	$50.48	$45.14 - $54.87
Q3 2015	11,059	$562	$52.75	$47.03 - $58.44
Q2 2015	11,059	$631	$53.75	$49.41 - $58.84
Q1 2015	11,076	$586	$51.86	$47.26 - $57.32
Q4 2014	10,505	$598	$56.34	$51.87 - $61.00
Q3 2014	10,534	$575	$57.72	$54.54 - $65.30
Q2 2014	10,501	$666	$59.62	$52.77 - $66.98
Q1 2014	10,501	$679	$62.46	$56.15 - $68.27
Q4 2013	10,517	$676	$60.74	$53.72 - $65.44
Q3 2013	10,534	$572	$58.33	$51.86 - $62.20
Q2 2013	10,292	$573	$50.96	$46.34 - $56.14