SPL
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Superior Planning, LLC’s Polaris PII Stock Holding History

Superior Planning, LLC’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.09K Buy
+40
New +$2.58K ﹤0.01% 1548

Other funds holding PII

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in Polaris (PII) in Q3 2026: 40 shares worth $2.09K. The stake represents ﹤0.01% of the portfolio and ranks #1548 among its holdings.

295 funds tracked by Wall St. Rank hold PII as of Q3 2026.

  • Superior Planning, LLC held 40 shares of Polaris worth $2.09K as of Q3 2026.
  • Polaris was a new Superior Planning, LLC position in Q3 2026.
  • Polaris made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1548 holding.
  • 295 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

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