Superior Planning, LLC’s OR Royalties Inc OR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.49K	Buy	+160	New	+$5.33K	﹤0.01%	1166

Other funds holding OR

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

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

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

Sprott Inc Toronto, Ontario, Canada $3.3B AUM 27.97% 1-Year Est. Return

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

Horizon Kinetics Asset Management New York $7.94B AUM 17.78% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.11B AUM 22.59% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in OR Royalties Inc (OR) in Q3 2026: 160 shares worth $5.49K. The stake represents ﹤0.01% of the portfolio and ranks #1166 among its holdings.

174 funds tracked by Wall St. Rank hold OR as of Q3 2026.

Superior Planning, LLC held 160 shares of OR Royalties Inc worth $5.49K as of Q3 2026.
OR Royalties Inc was a new Superior Planning, LLC position in Q3 2026.
OR Royalties Inc made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1166 holding.
174 funds tracked by Wall St. Rank held OR Royalties Inc as of Q3 2026.

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