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Superior Planning, LLC’s Allegion ALLE Stock Holding History

Superior Planning, LLC’s Portfolio ALLE Stock Details ALLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$37.1K Buy
+241
New +$37K 0.02% 464

Other funds holding ALLE

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Superior Planning, LLC's ALLE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Allegion (ALLE) in Q3 2026: 241 shares worth $37.1K. The stake represents 0.02% of the portfolio and ranks #464 among its holdings.

515 funds tracked by Wall St. Rank hold ALLE as of Q3 2026.

  • Superior Planning, LLC held 241 shares of Allegion worth $37.1K as of Q3 2026.
  • Allegion was a new Superior Planning, LLC position in Q3 2026.
  • Allegion made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #464 holding.
  • 515 funds tracked by Wall St. Rank held Allegion as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.