Superior Planning, LLC’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.97K	Buy	+11	New	+$3.03K	﹤0.01%	1415

Other funds holding FDS

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

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

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

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

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

Shapiro Capital Management Atlanta, Georgia $1.46B AUM 11.55% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in Factset (FDS) in Q3 2026: 11 shares worth $2.97K. The stake represents ﹤0.01% of the portfolio and ranks #1415 among its holdings.

591 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

Superior Planning, LLC held 11 shares of Factset worth $2.97K as of Q3 2026.
Factset was a new Superior Planning, LLC position in Q3 2026.
Factset made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1415 holding.
591 funds tracked by Wall St. Rank held Factset as of Q3 2026.

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