SPL
PTC icon

Superior Planning, LLC’s PTC PTC Stock Holding History

Superior Planning, LLC’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.49K Buy
+32
New +$4.39K ﹤0.01% 1245

Other funds holding PTC

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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $38B AUM 25.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in PTC (PTC) in Q3 2026: 32 shares worth $4.49K. The stake represents ﹤0.01% of the portfolio and ranks #1245 among its holdings.

459 funds tracked by Wall St. Rank hold PTC as of Q3 2026.

  • Superior Planning, LLC held 32 shares of PTC worth $4.49K as of Q3 2026.
  • PTC was a new Superior Planning, LLC position in Q3 2026.
  • PTC made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1245 holding.
  • 459 funds tracked by Wall St. Rank held PTC as of Q3 2026.

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