Superior Planning, LLC’s Turning Point Brands TPB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.46K	Buy	+76	New	+$5.96K	﹤0.01%	1249

Other funds holding TPB

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

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

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in Turning Point Brands (TPB) in Q3 2026: 76 shares worth $4.46K. The stake represents ﹤0.01% of the portfolio and ranks #1249 among its holdings.

118 funds tracked by Wall St. Rank hold TPB as of Q3 2026.

Superior Planning, LLC held 76 shares of Turning Point Brands worth $4.46K as of Q3 2026.
Turning Point Brands was a new Superior Planning, LLC position in Q3 2026.
Turning Point Brands made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1249 holding.
118 funds tracked by Wall St. Rank held Turning Point Brands as of Q3 2026.

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