Superior Planning, LLC’s Stifel SF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.22K	Buy	+46	New	+$3.63K	﹤0.01%	1375

Other funds holding SF

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

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

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in Stifel (SF) in Q3 2026: 46 shares worth $3.22K. The stake represents ﹤0.01% of the portfolio and ranks #1375 among its holdings.

406 funds tracked by Wall St. Rank hold SF as of Q3 2026.

Superior Planning, LLC held 46 shares of Stifel worth $3.22K as of Q3 2026.
Stifel was a new Superior Planning, LLC position in Q3 2026.
Stifel made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1375 holding.
406 funds tracked by Wall St. Rank held Stifel as of Q3 2026.

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