Superior Planning, LLC’s Viking Holdings VIK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$28.7K	Buy	+367	New	+$34.5K	0.01%	557

Other funds holding VIK

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

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

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

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

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

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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in Viking Holdings (VIK) in Q3 2026: 367 shares worth $28.7K. The stake represents 0.01% of the portfolio and ranks #557 among its holdings.

382 funds tracked by Wall St. Rank hold VIK as of Q3 2026.

Superior Planning, LLC held 367 shares of Viking Holdings worth $28.7K as of Q3 2026.
Viking Holdings was a new Superior Planning, LLC position in Q3 2026.
Viking Holdings made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #557 holding.
382 funds tracked by Wall St. Rank held Viking Holdings as of Q3 2026.

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