Creative Planning
ABX

Creative Planning’s Abacus Global Management ABX Stock Holding History

Creative Planning’s Portfolio ABX Stock Details ABX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$231K Sell
21,536
-649
-3% -$5.93K ﹤0.01% 3774
2026
Q1 		$175K Buy
22,185
+4,541
+26% +$39.4K ﹤0.01% 3774
2025
Q4 		$151K Buy
+17,644
New +$116K ﹤0.01% 3635

Other funds holding ABX

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AFA
Alta Fundamental Advisers New York $333M AUM 102.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return

Creative Planning's ABX Position: Q2 2026 in Review

Creative Planning reduced its Abacus Global Management (ABX) stake by 2.9% in Q2 2026, selling an estimated $5.93K and leaving 21,536 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #3774.

Creative Planning first reported a position in ABX in Q4 2025 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold ABX as of Q2 2026.

  • Creative Planning held 21,536 shares of Abacus Global Management worth $231K as of Q2 2026.
  • Creative Planning sold 649 Abacus Global Management shares in Q2 2026, an estimated $5.93K.
  • Abacus Global Management made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3774 holding.
  • Creative Planning first reported a position in Abacus Global Management in Q4 2025 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held Abacus Global Management as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.