SPL
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Superior Planning, LLC’s StoneCo STNE Stock Holding History

Superior Planning, LLC’s Portfolio STNE Stock Details STNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$738 Buy
+79
New +$813 ﹤0.01% 1824

Other funds holding STNE

Polunin Capital Partners
Polunin Capital Partners London, United Kingdom $497M AUM 11.85% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in StoneCo (STNE) in Q3 2026: 79 shares worth $738. The stake represents ﹤0.01% of the portfolio and ranks #1824 among its holdings.

141 funds tracked by Wall St. Rank hold STNE as of Q3 2026.

  • Superior Planning, LLC held 79 shares of StoneCo worth $738 as of Q3 2026.
  • StoneCo was a new Superior Planning, LLC position in Q3 2026.
  • StoneCo made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1824 holding.
  • 141 funds tracked by Wall St. Rank held StoneCo as of Q3 2026.

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