Superior Planning, LLC’s Monarch Casino & Resort MCRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.5K	Buy	+13	New	+$1.59K	﹤0.01%	1652

Other funds holding MCRI

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

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

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

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

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

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in Monarch Casino & Resort (MCRI) in Q3 2026: 13 shares worth $1.5K. The stake represents ﹤0.01% of the portfolio and ranks #1652 among its holdings.

160 funds tracked by Wall St. Rank hold MCRI as of Q3 2026.

Superior Planning, LLC held 13 shares of Monarch Casino & Resort worth $1.5K as of Q3 2026.
Monarch Casino & Resort was a new Superior Planning, LLC position in Q3 2026.
Monarch Casino & Resort made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1652 holding.
160 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q3 2026.

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