Creative Planning
SA

Creative Planning’s Seabridge Gold SA Stock Holding History

Creative Planning’s Portfolio SA Stock Details SA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-400
Closed -$1K – 4129
2014
Q2 		$1K Buy
+400
New +$3.15K ﹤0.01% 3659

Other funds holding SA

KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning's SA Position: Q1 2026 in Review

Creative Planning increased its Seabridge Gold (SA) stake by 2.2% in Q1 2026, buying an estimated $21.6K and bringing the position to 30,959 shares worth $877K. The position accounts for ﹤0.01% of the portfolio, ranked #2566.

Creative Planning first reported a position in SA in Q2 2013 and has held it in 25 quarters since. The position peaked at $896K in Q4 2025. 197 funds tracked by Wall St. Rank hold SA as of Q1 2026.

  • Creative Planning held 30,959 shares of Seabridge Gold worth $877K as of Q1 2026.
  • Creative Planning bought 677 Seabridge Gold shares in Q1 2026, an estimated $21.6K.
  • Seabridge Gold made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2566 holding.
  • Creative Planning first reported a position in Seabridge Gold in Q2 2013 and has held it in 25 quarters since.
  • Creative Planning's Seabridge Gold position peaked at $896K in Q4 2025.
  • 197 funds tracked by Wall St. Rank held Seabridge Gold as of Q1 2026.

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