Superior Planning, LLC’s Balchem Corp BCPC Stock Holding History

Superior Planning, LLC’s Portfolio BCPC Stock Details BCPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12.2K	Buy	+74	New	+$12.6K	0.01%	860

Other funds holding BCPC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in Balchem Corp (BCPC) in Q3 2026: 74 shares worth $12.2K. The stake represents 0.01% of the portfolio and ranks #860 among its holdings.

277 funds tracked by Wall St. Rank hold BCPC as of Q3 2026.

Superior Planning, LLC held 74 shares of Balchem Corp worth $12.2K as of Q3 2026.
Balchem Corp was a new Superior Planning, LLC position in Q3 2026.
Balchem Corp made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #860 holding.
277 funds tracked by Wall St. Rank held Balchem Corp as of Q3 2026.

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