Superior Planning, LLC’s Herc Holdings HRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12.1K	Buy	+97	New	+$14.5K	0.01%	863

Other funds holding HRI

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 24.21% 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

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in Herc Holdings (HRI) in Q3 2026: 97 shares worth $12.1K. The stake represents 0.01% of the portfolio and ranks #863 among its holdings.

232 funds tracked by Wall St. Rank hold HRI as of Q3 2026.

Superior Planning, LLC held 97 shares of Herc Holdings worth $12.1K as of Q3 2026.
Herc Holdings was a new Superior Planning, LLC position in Q3 2026.
Herc Holdings made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #863 holding.
232 funds tracked by Wall St. Rank held Herc Holdings as of Q3 2026.

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