Bank Plus Trust Department Portfolio Holdings
Bank Plus Trust Department
- $305 Billion
- Q4 2024
Bank Plus Trust Department has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $305 Billion distributed in 511 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $76.1B, Microsoft Corp with a value of $13.9B, Apple Inc. with a value of $12.6B, Nvidia Corp with a value of $9.09B, and John Hancock Multifactor Mid C with a value of $7.27B.
Examining the 13F form we can see an increase of $305B in the current position value.
Bank Plus Trust Department is based out at Jackson, MS
Below you can find more details about Bank Plus Trust Department portfolio as well as his latest detailed transactions.
Portfolio value
$305 Billion
ETFs: $106 Billion
Technology: $57.4 Billion
Healthcare: $28.8 Billion
Financial Services: $27.9 Billion
Industrials: $23.5 Billion
Consumer Cyclical: $16.3 Billion
Consumer Defensive: $14.3 Billion
Energy: $9.95 Billion
Other: $16.2 Billion
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 511
- Current Value $305 Billion
- Filing
- Period Q4 2024
- Filing Date February 04, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 471 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks