Superior Planning, LLC’s Bentley Systems BSY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$18.7K	Buy	+584	New	+$19.7K	0.01%	715

Other funds holding BSY

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

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

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

Superior Planning, LLC opened a new position in Bentley Systems (BSY) in Q3 2026: 584 shares worth $18.7K. The stake represents 0.01% of the portfolio and ranks #715 among its holdings.

258 funds tracked by Wall St. Rank hold BSY as of Q3 2026.

Superior Planning, LLC held 584 shares of Bentley Systems worth $18.7K as of Q3 2026.
Bentley Systems was a new Superior Planning, LLC position in Q3 2026.
Bentley Systems made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #715 holding.
258 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2026.

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