Comprehensive Financial Planning’s ASE Group ASX Stock Holding History

Comprehensive Financial Planning’s Portfolio ASX Stock Details ASX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$250K	Buy	+5,627	New	+$220K	0.13%	96

Other funds holding ASX

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

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

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Comprehensive Financial Planning's ASX Position: Q3 2026 in Review

Comprehensive Financial Planning opened a new position in ASE Group (ASX) in Q3 2026: 5,627 shares worth $250K. The stake represents 0.13% of the portfolio and ranks #96 among its holdings.

300 funds tracked by Wall St. Rank hold ASX as of Q3 2026.

Comprehensive Financial Planning held 5,627 shares of ASE Group worth $250K as of Q3 2026.
ASE Group was a new Comprehensive Financial Planning position in Q3 2026.
ASE Group made up 0.13% of Comprehensive Financial Planning's portfolio in Q3 2026, its #96 holding.
300 funds tracked by Wall St. Rank held ASE Group as of Q3 2026.

Based on Comprehensive Financial Planning's 13F filing for Q3 2026, filed 27 Oct 2026.