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Superior Planning, LLC’s MBX Biosciences MBX Stock Holding History

Superior Planning, LLC’s Portfolio MBX Stock Details MBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.47K Buy
+25
New +$1.56K ﹤0.01% 1661

Other funds holding MBX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in MBX Biosciences (MBX) in Q3 2026: 25 shares worth $1.47K. The stake represents ﹤0.01% of the portfolio and ranks #1661 among its holdings.

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

  • Superior Planning, LLC held 25 shares of MBX Biosciences worth $1.47K as of Q3 2026.
  • MBX Biosciences was a new Superior Planning, LLC position in Q3 2026.
  • MBX Biosciences made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1661 holding.
  • 98 funds tracked by Wall St. Rank held MBX Biosciences as of Q3 2026.

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