Creative Planning’s MainStreet Bancshares MNSB Stock Holding History

Creative Planning’s Portfolio MNSB Stock Details MNSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$563K	Buy	22,793 +523	+2%	+$12.3K	﹤0.01%	3104
2026 Q1	$494K	Buy	22,270 +170	+0.8%	+$3.67K	﹤0.01%	3039
2025 Q4	$450K	Sell	22,100 -69	-0.3%	-$1.35K	﹤0.01%	2932
2025 Q3	$462K	Buy	22,169 +1,169	+6%	+$24.6K	﹤0.01%	2793
2025 Q2	$397K	Hold	21,000	–	–	﹤0.01%	2662
2025 Q1	$351K	Hold	21,000	–	–	﹤0.01%	2609
2024 Q4	$380K	Hold	21,000	–	–	﹤0.01%	2478
2024 Q3	$387K	Hold	21,000	–	–	﹤0.01%	2318
2024 Q2	$372K	Hold	21,000	–	–	﹤0.01%	2185
2024 Q1	$381K	Hold	21,000	–	–	﹤0.01%	2056
2023 Q4	$521K	Hold	21,000	–	–	﹤0.01%	1693
2023 Q3	$431K	Hold	21,000	–	–	﹤0.01%	1655
2023 Q2	$476K	Hold	21,000	–	–	﹤0.01%	1585
2023 Q1	$493K	Hold	21,000	–	–	﹤0.01%	1480
2022 Q4	$577K	Hold	21,000	–	–	﹤0.01%	1353
2022 Q3	$479K	Hold	21,000	–	–	﹤0.01%	1363
2022 Q2	$478K	Hold	21,000	–	–	﹤0.01%	1347
2022 Q1	$511K	Hold	21,000	–	–	﹤0.01%	1311
2021 Q4	$516K	Hold	21,000	–	–	﹤0.01%	1282
2021 Q3	$504K	Hold	21,000	–	–	﹤0.01%	1283
2021 Q2	$474K	Sell	21,000 -114,000	-84%	-$2.45M	﹤0.01%	1309
2021 Q1	$2.8M	Buy	135,000 +5,000	+4%	+$94.9K	0.01%	593
2020 Q4	$2.2M	Buy	130,000 +3,885	+3%	+$60.3K	﹤0.01%	636
2020 Q3	$1.54M	Buy	126,115 +1,115	+0.9%	+$14.6K	﹤0.01%	658
2020 Q2	$1.65M	Buy	125,000 +10,000	+9%	+$139K	﹤0.01%	560
2020 Q1	$1.93M	Buy	115,000 +10,000	+10%	+$207K	0.01%	447
2019 Q4	$2.42M	Hold	105,000	–	–	0.01%	456
2019 Q3	$2.21M	Buy	105,000 +3,000	+3%	+$65.2K	0.01%	465
2019 Q2	$2.33M	Buy	+102,000	New	+$2.41M	0.01%	458

Other funds holding MNSB

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Creative Planning's MNSB Position: Q2 2026 in Review

Creative Planning increased its MainStreet Bancshares (MNSB) stake by 2.3% in Q2 2026, buying an estimated $12.3K and bringing the position to 22,793 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #3104.

Creative Planning first reported a position in MNSB in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.8M in Q1 2021. 97 funds tracked by Wall St. Rank hold MNSB as of Q2 2026.

Creative Planning held 22,793 shares of MainStreet Bancshares worth $563K as of Q2 2026.
Creative Planning bought 523 MainStreet Bancshares shares in Q2 2026, an estimated $12.3K.
MainStreet Bancshares made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3104 holding.
Creative Planning first reported a position in MainStreet Bancshares in Q2 2019 and has held it in 29 quarters since.
Creative Planning's MainStreet Bancshares position peaked at $2.8M in Q1 2021.
97 funds tracked by Wall St. Rank held MainStreet Bancshares as of Q2 2026.

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