Superior Planning, LLC’s Xeris Biopharma Holdings XERS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.77K	Buy	+290	New	+$2.45K	﹤0.01%	1447

Other funds holding XERS

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

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

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

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

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

Vilga Financial Planning Fair Lawn, New Jersey $168M AUM 23.03% 1-Year Est. Return

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

DMKJ

David M. Knott Jr $183M AUM 73.23% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in Xeris Biopharma Holdings (XERS) in Q3 2026: 290 shares worth $2.77K. The stake represents ﹤0.01% of the portfolio and ranks #1447 among its holdings.

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

Superior Planning, LLC held 290 shares of Xeris Biopharma Holdings worth $2.77K as of Q3 2026.
Xeris Biopharma Holdings was a new Superior Planning, LLC position in Q3 2026.
Xeris Biopharma Holdings made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1447 holding.
141 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q3 2026.

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