Creative Planning
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Creative Planning’s Banco Santander Chile BSAC Stock Holding History

Creative Planning’s Portfolio BSAC Stock Details BSAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.26M Buy
37,595
+6,242
+20% +$211K ﹤0.01% 2272
2025
Q4 		$975K Buy
31,353
+11,337
+57% +$330K ﹤0.01% 2304
2025
Q3 		$530K Buy
20,016
+3,162
+19% +$77.5K ﹤0.01% 2659
2025
Q2 		$425K Buy
16,854
+2,697
+19% +$65.1K ﹤0.01% 2611
2025
Q1 		$323K Buy
14,157
+2,030
+17% +$43.3K ﹤0.01% 2687
2024
Q4 		$229K Buy
+12,127
New +$237K ﹤0.01% 2877
2017
Q3 		– Sell
-673
Closed -$17K – 2120
2017
Q2 		$17K Hold
673
– – ﹤0.01% 3266
2017
Q1 		$17K Hold
673
– – ﹤0.01% 3212
2016
Q4 		$15K Sell
673
-300
-31% -$6.56K ﹤0.01% 3258
2016
Q3 		$20K Sell
973
-700
-42% -$14.6K ﹤0.01% 3058
2016
Q2 		$32K Buy
1,673
+1,030
+160% +$19.5K ﹤0.01% 2441
2016
Q1 		$12K Hold
643
– – ﹤0.01% 3098
2015
Q4 		$11K Hold
643
– – ﹤0.01% 3233
2015
Q3 		$12K Buy
+643
New +$12.6K ﹤0.01% 3064
2015
Q2 		– Sell
-618
Closed -$13K – 1344
2015
Q1 		$13K Hold
618
– – ﹤0.01% 3011
2014
Q4 		$12K Hold
618
– – ﹤0.01% 2998
2014
Q3 		$14K Buy
+618
New +$15.3K ﹤0.01% 2740

Other funds holding BSAC

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
II
INCA Investments Miami, Florida $282M AUM 42.53% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return