Creative Planning
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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

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nations Financial Group
Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return
Keating Investment Counselors
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Intact Investment Management
Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return
Penbrook Management
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return

Creative Planning's SA Position: Q3 2026 in Review

Creative Planning reduced its Seabridge Gold (SA) stake by 5.8% in Q3 2026, selling an estimated $56.4K and leaving 31,471 shares worth $892K. The position accounts for ﹤0.01% of the portfolio, ranked #2844.

Creative Planning first reported a position in SA in Q2 2013 and has held it in 27 quarters since. The position peaked at $896K in Q4 2025. 82 funds tracked by Wall St. Rank hold SA as of Q3 2026.

  • Creative Planning held 31,471 shares of Seabridge Gold worth $892K as of Q3 2026.
  • Creative Planning sold 1,923 Seabridge Gold shares in Q3 2026, an estimated $56.4K.
  • Seabridge Gold made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #2844 holding.
  • Creative Planning first reported a position in Seabridge Gold in Q2 2013 and has held it in 27 quarters since.
  • Creative Planning's Seabridge Gold position peaked at $896K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Seabridge Gold as of Q3 2026.

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