Creative Planning
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Creative Planning’s Midland States Bancorp MSBI Stock Holding History

Creative Planning’s Portfolio MSBI Stock Details MSBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.74M Buy
55,876
+6,773
+14% +$182K ﹤0.01% 2202
2026
Q1 		$1.1M Buy
49,103
+2,114
+4% +$47.2K ﹤0.01% 2381
2025
Q4 		$995K Sell
46,989
-34,379
-42% -$607K ﹤0.01% 2289
2025
Q3 		$1.39M Buy
81,368
+28,277
+53% +$508K ﹤0.01% 1828
2025
Q2 		$920K Buy
53,091
+32,329
+156% +$547K ﹤0.01% 1935
2025
Q1 		$355K Buy
+20,762
New +$417K ﹤0.01% 2596

Other funds holding MSBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BB
Busey Bank Urbana, Illinois $4.12B AUM 32.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Creative Planning's MSBI Position: Q2 2026 in Review

Creative Planning increased its Midland States Bancorp (MSBI) stake by 14% in Q2 2026, buying an estimated $182K and bringing the position to 55,876 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #2202.

Creative Planning first reported a position in MSBI in Q1 2025 and has held it in 6 quarters since. 154 funds tracked by Wall St. Rank hold MSBI as of Q2 2026.

  • Creative Planning held 55,876 shares of Midland States Bancorp worth $1.74M as of Q2 2026.
  • Creative Planning bought 6,773 Midland States Bancorp shares in Q2 2026, an estimated $182K.
  • Midland States Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2202 holding.
  • Creative Planning first reported a position in Midland States Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 154 funds tracked by Wall St. Rank held Midland States Bancorp as of Q2 2026.

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