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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AFA
Alta Fundamental Advisers New York $265M AUM 98.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return

Creative Planning's ABX Position: Q1 2026 in Review

Creative Planning increased its Abacus Global Management (ABX) stake by 26% in Q1 2026, buying an estimated $39.4K and bringing the position to 22,185 shares worth $175K. 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 2 quarters since. 132 funds tracked by Wall St. Rank hold ABX as of Q1 2026.

  • Creative Planning held 22,185 shares of Abacus Global Management worth $175K as of Q1 2026.
  • Creative Planning bought 4,541 Abacus Global Management shares in Q1 2026, an estimated $39.4K.
  • Abacus Global Management made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3774 holding.
  • Creative Planning first reported a position in Abacus Global Management in Q4 2025 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held Abacus Global Management as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.