Superior Planning, LLC’s State Street STT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$75.2K	Buy	+431	New	+$79.8K	0.03%	280

Other funds holding STT

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

Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return

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

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in State Street (STT) in Q3 2026: 431 shares worth $75.2K. The stake represents 0.03% of the portfolio and ranks #280 among its holdings.

939 funds tracked by Wall St. Rank hold STT as of Q3 2026.

Superior Planning, LLC held 431 shares of State Street worth $75.2K as of Q3 2026.
State Street was a new Superior Planning, LLC position in Q3 2026.
State Street made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #280 holding.
939 funds tracked by Wall St. Rank held State Street as of Q3 2026.

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