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Superior Planning, LLC’s Block Inc XYZ Stock Holding History

Superior Planning, LLC’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.1K Buy
+219
New +$17.4K 0.01% 768

Other funds holding XYZ

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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 XYZ Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Block Inc (XYZ) in Q3 2026: 219 shares worth $16.1K. The stake represents 0.01% of the portfolio and ranks #768 among its holdings.

739 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Superior Planning, LLC held 219 shares of Block Inc worth $16.1K as of Q3 2026.
  • Block Inc was a new Superior Planning, LLC position in Q3 2026.
  • Block Inc made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #768 holding.
  • 739 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

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