Creative Planning’s MBIA MBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $120K | Buy |
20,384
+6,084
| +43% | +$38.8K | ﹤0.01% | 3860 |
|
|
2025
Q4 | $102K | Buy |
14,300
+2,305
| +19% | +$16.7K | ﹤0.01% | 3715 |
|
|
2025
Q3 | $89.4K | Buy |
+11,995
| New | +$76.1K | ﹤0.01% | 3685 |
|
|
2025
Q1 | – | Sell |
-26,728
| Closed | -$173K | – | 3623 |
|
|
2024
Q4 | $173K | Buy |
+26,728
| New | +$138K | ﹤0.01% | 3018 |
|
|
2024
Q2 | – | Sell |
-15,508
| Closed | -$105K | – | 3129 |
|
|
2024
Q1 | $105K | Buy |
+15,508
| New | +$98.1K | ﹤0.01% | 2700 |
|
|
2022
Q2 | – | Sell |
-11,628
| Closed | -$179K | – | 2432 |
|
|
2022
Q1 | $179K | Buy |
+11,628
| New | +$171K | ﹤0.01% | 1912 |
|
|
2018
Q4 | – | Sell |
-34,000
| Closed | -$363K | – | 2037 |
|
|
2018
Q3 | $363K | Sell |
34,000
-11,100
| -25% | -$114K | ﹤0.01% | 1278 |
|
|
2018
Q2 | $408K | Sell |
45,100
-55,300
| -55% | -$499K | ﹤0.01% | 1177 |
|
|
2018
Q1 | $930K | Sell |
100,400
-27,060
| -21% | -$217K | ﹤0.01% | 776 |
|
|
2017
Q4 | $933K | Sell |
127,460
-452
| -0.4% | -$3.52K | ﹤0.01% | 772 |
|
|
2017
Q3 | $1.11M | Sell |
127,912
-15,453
| -11% | -$155K | 0.01% | 661 |
|
|
2017
Q2 | $1.35M | Sell |
143,365
-65
| -0% | -$553 | 0.01% | 563 |
|
|
2017
Q1 | $1.22M | Buy |
143,430
+142,565
| +16,482% | +$1.43M | 0.01% | 596 |
|
|
2016
Q4 | $9K | Sell |
865
-35
| -4% | -$323 | ﹤0.01% | 3615 |
|
|
2016
Q3 | $7K | Sell |
900
-1,900
| -68% | -$15K | ﹤0.01% | 3729 |
|
|
2016
Q2 | $19K | Buy |
2,800
+2,200
| +367% | +$16.3K | ﹤0.01% | 2840 |
|
|
2016
Q1 | $5K | Sell |
600
-1,000
| -63% | -$7.28K | ﹤0.01% | 3589 |
|
|
2015
Q4 | $10K | Hold |
1,600
| – | – | ﹤0.01% | 3302 |
|
|
2015
Q3 | $10K | Buy |
+1,600
| New | +$10.3K | ﹤0.01% | 3205 |
|
|
2015
Q2 | – | Sell |
-2,600
| Closed | -$24K | – | 2200 |
|
|
2015
Q1 | $24K | Sell |
2,600
-1,500
| -37% | -$13.4K | ﹤0.01% | 2582 |
|
|
2014
Q4 | $39K | Sell |
4,100
-2,500
| -38% | -$24.1K | ﹤0.01% | 2170 |
|
|
2014
Q3 | $61K | Buy |
6,600
+3,000
| +83% | +$29.5K | ﹤0.01% | 1787 |
|
|
2014
Q2 | $40K | Sell |
3,600
-1,833
| -34% | -$22.6K | ﹤0.01% | 2022 |
|
|
2014
Q1 | $76K | Buy |
5,433
+3,833
| +240% | +$48.8K | ﹤0.01% | 1553 |
|
|
2013
Q4 | $19K | Sell |
1,600
-882
| -36% | -$10.2K | ﹤0.01% | 2218 |
|
|
2013
Q3 | $25K | Buy |
2,482
+882
| +55% | +$11.1K | ﹤0.01% | 1965 |
|
|
2013
Q2 | $21K | Buy |
+1,600
| New | +$20.1K | ﹤0.01% | 1899 |
|
Other funds holding MBI
WHCM
KBG
VCM
V
HP
TG
Creative Planning's MBI Position: Q1 2026 in Review
Creative Planning increased its MBIA (MBI) stake by 43% in Q1 2026, buying an estimated $38.8K and bringing the position to 20,384 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #3860.
Creative Planning first reported a position in MBI in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.35M in Q2 2017. 133 funds tracked by Wall St. Rank hold MBI as of Q1 2026.
- Creative Planning held 20,384 shares of MBIA worth $120K as of Q1 2026.
- Creative Planning bought 6,084 MBIA shares in Q1 2026, an estimated $38.8K.
- MBIA made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3860 holding.
- Creative Planning first reported a position in MBIA in Q2 2013 and has held it in 27 quarters since.
- Creative Planning's MBIA position peaked at $1.35M in Q2 2017.
- 133 funds tracked by Wall St. Rank held MBIA as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.