Bank Plus Trust Department Purchases and Sells in Q2 2025

Bank Plus Trust Department

$338 Billion
Q2 2025

Top Buys

Incresed Positions

101 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	1.88K + 1.44%	$498.8 - $620.9 $939K - $1.17M	133K $82.4B
MSFT	1.06K + 3.25%	$354.56 - $497.45 $377K - $529K	33.8K $16.8B
QQQ	1.41K + 22.85%	$416.06 - $551.64 $585K - $776K	7.56K $4.17B
JPM	1.43K + 10.84%	$210.28 - $289.91 $301K - $415K	14.6K $4.24B
SPY	1.23K + 133.3%	$496.48 - $617.85 $608K - $757K	2.14K $1.32B
CAT	1.33K + 27.11%	$273.94 - $388.21 $363K - $514K	6.21K $2.41B

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	31.4K New	$58.41 - $72.69 $1.83M - $2.28M	31.4K $2.28B
VSLU	20.2K New	$31.34 - $39.15 $632K - $790K	20.2K $790M
SPSM	14.8K New	$35.35 - $42.68 $524K - $633K	14.8K $632M
YETI	6.4K New	$26.94 - $34.72 $172K - $222K	6.4K $202M
CCI	944 New	$94.83 - $107.06 $89.5K - $101K	944 $97M
COF	397 New	$150.57 - $212.76 $59.8K - $84.5K	397 $84.5M

Top Sells

Reduced Positions

84 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-243 - 0.49%	$172.42 - $223.89 $41.9K - $54.4K	49.1K $10.1B
UNH	-287 - 9.63%	$274.35 - $599.47 $78.7K - $172K	2.69K $840M
FISV	-583 - 8.57%	N/A	6.22K $1.07B
AMZN	-4.08K - 21.99%	$167.32 - $223.3 $682K - $910K	14.5K $3.17B
BRK-B	-41 - 0.86%	$483.48 - $539.8 $19.8K - $22.1K	4.73K $2.3B
BSCP	-11K - 14.72%	$20.66 - $20.74 $227K - $228K	63.8K $1.32B

Activity Summary All Purchases 114 New Holdings 13 Increased Positions 101 All Sells 84 Reductions 84 Sold out 0 Calls 0 Puts 0

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