Creative Planning
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Creative Planning’s Santander BSBR Stock Holding History

Creative Planning’s Portfolio BSBR Stock Details BSBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,826
Closed -$62.2K – 3597
2024
Q3 		$62.2K Sell
11,826
-10,297
-47% -$54.8K ﹤0.01% 3068
2024
Q2 		$109K Sell
22,123
-26,061
-54% -$139K ﹤0.01% 2824
2024
Q1 		$276K Buy
48,184
+15,643
+48% +$91.9K ﹤0.01% 2321
2023
Q4 		$213K Buy
32,541
+17,935
+123% +$106K ﹤0.01% 2370
2023
Q3 		$74.9K Sell
14,606
-17,696
-55% -$100K ﹤0.01% 2432
2023
Q2 		$205K Buy
32,302
+20,837
+182% +$122K ﹤0.01% 2198
2023
Q1 		$60.9K Sell
11,465
-195
-2% -$1.06K ﹤0.01% 2318
2022
Q4 		$62.8K Sell
11,660
-596
-5% -$3.27K ﹤0.01% 2203
2022
Q3 		$69K Buy
+12,256
New +$68.8K ﹤0.01% 2085
2017
Q3 		– Sell
-871
Closed -$6K – 2121
2017
Q2 		$6K Sell
871
-32,135
-97% -$246K ﹤0.01% 3885
2017
Q1 		$279K Sell
33,006
-28,381
-46% -$277K ﹤0.01% 1311
2016
Q4 		$523K Buy
+61,387
New +$461K ﹤0.01% 897
2015
Q2 		– Sell
-365
Closed -$2K – 1345
2015
Q1 		$2K Sell
365
-47
-11% -$215 ﹤0.01% 3847
2014
Q4 		$2K Sell
412
-6,306
-94% -$34.2K ﹤0.01% 3793
2014
Q3 		$42K Sell
6,718
-812
-11% -$5.29K ﹤0.01% 2034
2014
Q2 		$50K Buy
7,530
+812
+12% +$5.04K ﹤0.01% 1882
2014
Q1 		$36K Hold
6,718
– – ﹤0.01% 2000
2013
Q4 		$39K Buy
6,718
+1,498
+29% +$9.43K ﹤0.01% 1763
2013
Q3 		$35K Sell
5,220
-73
-1% -$426 ﹤0.01% 1735
2013
Q2 		$32K Buy
+5,293
New +$35.8K ﹤0.01% 1637

Other funds holding BSBR

BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Creative Planning's BSBR Position: Q4 2024 in Review

Creative Planning sold out of Santander (BSBR) in Q4 2024, closing a stake of 11,826 shares — an estimated $62.2K sold.

Creative Planning first reported a position in BSBR in Q2 2013 and held it in 20 quarters. The position peaked at $523K in Q4 2016. 68 funds tracked by Wall St. Rank hold BSBR as of Q4 2024.

  • Creative Planning reported no remaining Santander position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 11,826 Santander shares in Q4 2024, an estimated $62.2K.
  • Creative Planning first reported a position in Santander in Q2 2013 and held it in 20 quarters.
  • Creative Planning's Santander position peaked at $523K in Q4 2016.
  • 68 funds tracked by Wall St. Rank held Santander as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.