Creative Planning
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Creative Planning’s Compañía de Minas Buenaventura BVN Stock Holding History

Creative Planning’s Portfolio BVN Stock Details BVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$501K Buy
13,897
+318
+2% +$11.5K ﹤0.01% 3031
2025
Q4 		$378K Sell
13,579
-32
-0.2% -$799 ﹤0.01% 3074
2025
Q3 		$331K Buy
13,611
+1,653
+14% +$31K ﹤0.01% 3064
2025
Q2 		$196K Sell
11,958
-809
-6% -$12.3K ﹤0.01% 3229
2025
Q1 		$200K Buy
12,767
+198
+2% +$2.66K ﹤0.01% 3072
2024
Q4 		$145K Buy
12,569
+2,509
+25% +$32.1K ﹤0.01% 3072
2024
Q3 		$139K Buy
+10,060
New +$146K ﹤0.01% 2953
2017
Q3 		– Sell
-100
Closed -$1K – 2134
2017
Q2 		$1K Hold
100
– – ﹤0.01% 4408
2017
Q1 		$1K Sell
100
-500
-83% -$6.43K ﹤0.01% 4409
2016
Q4 		$7K Hold
600
– – ﹤0.01% 3744
2016
Q3 		$8K Buy
+600
New +$8.4K ﹤0.01% 3632
2015
Q1 		– Sell
-1,280
Closed -$12K – 4219
2014
Q4 		$12K Sell
1,280
-2,500
-66% -$25.3K ﹤0.01% 2999
2014
Q3 		$44K Hold
3,780
– – ﹤0.01% 2004
2014
Q2 		$45K Hold
3,780
– – ﹤0.01% 1929
2014
Q1 		$48K Hold
3,780
– – ﹤0.01% 1821
2013
Q4 		$42K Buy
3,780
+280
+8% +$3.47K ﹤0.01% 1731
2013
Q3 		$41K Buy
3,500
+1,000
+40% +$13.2K ﹤0.01% 1629
2013
Q2 		$37K Buy
+2,500
New +$48.7K ﹤0.01% 1540

Other funds holding BVN

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning's BVN Position: Q1 2026 in Review

Creative Planning increased its Compañía de Minas Buenaventura (BVN) stake by 2.3% in Q1 2026, buying an estimated $11.5K and bringing the position to 13,897 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #3031.

Creative Planning first reported a position in BVN in Q2 2013 and has held it in 18 quarters since. 263 funds tracked by Wall St. Rank hold BVN as of Q1 2026.

  • Creative Planning held 13,897 shares of Compañía de Minas Buenaventura worth $501K as of Q1 2026.
  • Creative Planning bought 318 Compañía de Minas Buenaventura shares in Q1 2026, an estimated $11.5K.
  • Compañía de Minas Buenaventura made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3031 holding.
  • Creative Planning first reported a position in Compañía de Minas Buenaventura in Q2 2013 and has held it in 18 quarters since.
  • 263 funds tracked by Wall St. Rank held Compañía de Minas Buenaventura as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.