Creative Planning
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Creative Planning’s Equinox Gold EQX Stock Holding History

Creative Planning’s Portfolio EQX Stock Details EQX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-7,000
Closed -$5K – 2224
2021
Q1 		$5K Buy
+7,000
New +$64.7K ﹤0.01% 2516

Other funds holding EQX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sprott Inc
Sprott Inc Toronto, Ontario, Canada $3.3B AUM 27.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Creative Planning's EQX Position: Q3 2026 in Review

Creative Planning increased its Equinox Gold (EQX) stake by 43% in Q3 2026, buying an estimated $1.18M and bringing the position to 354,109 shares worth $3.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

Creative Planning first reported a position in EQX in Q1 2020 and has held it in 27 quarters since. 204 funds tracked by Wall St. Rank hold EQX as of Q3 2026.

  • Creative Planning held 354,109 shares of Equinox Gold worth $3.93M as of Q3 2026.
  • Creative Planning bought 106,231 Equinox Gold shares in Q3 2026, an estimated $1.18M.
  • Equinox Gold made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #1681 holding.
  • Creative Planning first reported a position in Equinox Gold in Q1 2020 and has held it in 27 quarters since.
  • 204 funds tracked by Wall St. Rank held Equinox Gold as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.