Creative Planning
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Creative Planning’s Sabesp SBS Stock Holding History

Creative Planning’s Portfolio SBS Stock Details SBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.38M Buy
225,670
+17,921
+9% +$98.4K ﹤0.01% 2206
2025
Q4 		$989K Buy
207,749
+47,123
+29% +$227K ﹤0.01% 2292
2025
Q3 		$775K Buy
160,626
+1,991
+1% +$8.38K ﹤0.01% 2355
2025
Q2 		$676K Buy
158,635
+37,978
+31% +$147K ﹤0.01% 2194
2025
Q1 		$418K Buy
120,657
+37,854
+46% +$121K ﹤0.01% 2463
2024
Q4 		$230K Sell
82,803
-6,343
-7% -$19.4K ﹤0.01% 2873
2024
Q3 		$286K Buy
89,146
+30,609
+52% +$97.7K ﹤0.01% 2553
2024
Q2 		$153K Buy
+58,537
New +$171K ﹤0.01% 2748
2019
Q2 		– Sell
-57,712
Closed -$118K – 2110
2019
Q1 		$118K Buy
57,712
+5,626
+11% +$11.7K ﹤0.01% 1676
2018
Q4 		$82K Sell
52,086
-438
-0.8% -$630 ﹤0.01% 1655
2018
Q3 		$60K Buy
52,524
+835
+2% +$1.02K ﹤0.01% 1857
2018
Q2 		$60K Buy
+51,689
New +$81.3K ﹤0.01% 1834
2017
Q3 		– Sell
-38,194
Closed -$71K – 3373
2017
Q2 		$71K Buy
38,194
+11,695
+44% +$21.6K ﹤0.01% 2239
2017
Q1 		$53K Sell
26,499
-38,066
-59% -$75.1K ﹤0.01% 2434
2016
Q4 		$109K Buy
64,565
+13,397
+26% +$23.6K ﹤0.01% 1813
2016
Q3 		$92K Buy
51,168
+1,129
+2% +$2K ﹤0.01% 1904
2016
Q2 		$87K Hold
50,039
– – ﹤0.01% 1761
2016
Q1 		$64K Sell
50,039
-18,563
-27% -$19.6K ﹤0.01% 1922
2015
Q4 		$61K Buy
68,602
+47,202
+221% +$42.4K ﹤0.01% 1958
2015
Q3 		$16K Buy
+21,400
New +$19.2K ﹤0.01% 2907
2015
Q2 		– Sell
-30,063
Closed -$32K – 2653
2015
Q1 		$32K Buy
30,063
+25,422
+548% +$27.2K ﹤0.01% 2332
2014
Q4 		$6K Sell
4,641
-2,284
-33% -$3.26K ﹤0.01% 3417
2014
Q3 		$11K Buy
6,925
+2,284
+49% +$4.13K ﹤0.01% 2902
2014
Q2 		$10K Hold
4,641
– – ﹤0.01% 2881
2014
Q1 		$8K Buy
4,641
+2,578
+125% +$4.69K ﹤0.01% 2869
2013
Q4 		$5K Hold
2,063
– – ﹤0.01% 2849
2013
Q3 		$4K Buy
+2,063
New +$3.87K ﹤0.01% 2811

Other funds holding SBS

Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Creative Planning's SBS Position: Q1 2026 in Review

Creative Planning increased its Sabesp (SBS) stake by 8.6% in Q1 2026, buying an estimated $98.4K and bringing the position to 225,670 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #2206.

Creative Planning first reported a position in SBS in Q3 2013 and has held it in 27 quarters since. 245 funds tracked by Wall St. Rank hold SBS as of Q1 2026.

  • Creative Planning held 225,670 shares of Sabesp worth $1.38M as of Q1 2026.
  • Creative Planning bought 17,921 Sabesp shares in Q1 2026, an estimated $98.4K.
  • Sabesp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2206 holding.
  • Creative Planning first reported a position in Sabesp in Q3 2013 and has held it in 27 quarters since.
  • 245 funds tracked by Wall St. Rank held Sabesp as of Q1 2026.

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