Superior Planning, LLC’s Financial Institutions FISI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.6K	Buy	+41	New	+$1.66K	﹤0.01%	1623

Other funds holding FISI

PL Capital Advisors Naples, Florida $346M AUM 18.04% 1-Year Est. Return

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

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

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Hillsdale Investment Management Toronto, Ontario, Canada $4.42B AUM 54.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in Financial Institutions (FISI) in Q3 2026: 41 shares worth $1.6K. The stake represents ﹤0.01% of the portfolio and ranks #1623 among its holdings.

98 funds tracked by Wall St. Rank hold FISI as of Q3 2026.

Superior Planning, LLC held 41 shares of Financial Institutions worth $1.6K as of Q3 2026.
Financial Institutions was a new Superior Planning, LLC position in Q3 2026.
Financial Institutions made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1623 holding.
98 funds tracked by Wall St. Rank held Financial Institutions as of Q3 2026.

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