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BankPlus Trust Department
BankPlus Trust Department is an institution, managing $373.5M across 451 long positions as of Q3 2025 with 35% ETF concentration and 24% allocation to IVV.
- Portfolio Value
- $373.5M
- Positions
- 451
- Top Holding
- IVV at 23.87%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BankPlus Trust Department's portfolio (44.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $89.2M | 23.87% | +$298.5K Bought | — 133.2K shares | |
Software - Infrastructure Technology | $19.1M | 5.11% | +$1.6M Bought | 0.00% 36.8K shares | |
Consumer Electronics Technology | $12.3M | 3.29% | -$219.7K Sold | 0.00% 48.3K shares | |
Semiconductors Technology | $9.4M | 2.53% | -$317.7K Sold | 0.00% 50.6K shares | |
ETF ETF | $8.8M | 2.34% | +$603.7K Bought | — 135.4K shares | |
Insurance - Property & Casualty Financial Services | $7.2M | 1.91% | +$1.0M Bought | 0.00% 29.0K shares | |
Drug Manufacturers - General Healthcare | $6.5M | 1.74% | +$220.4K Bought | 0.00% 28.1K shares | |
Drug Manufacturers - General Healthcare | $5.6M | 1.51% | -$154.9K Sold | 0.00% 7.4K shares | |
Specialty Retail Consumer Cyclical | $4.7M | 1.25% | +$1.5M Bought | 0.00% 21.2K shares | |
Banks - Diversified Financial Services | $4.4M | 1.18% | -$188.9K Sold | 0.00% 14.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BankPlus Trust Department's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for BankPlus Trust Department
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