Bank Plus Trust Department Portfolio Holdings

Bank Plus Trust Department

  • $300 Billion
  • Q1 2025

Bank Plus Trust Department has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $300 Billion distributed in 519 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 $73.6B, Microsoft Corp with a value of $12.3B, Apple Inc. with a value of $11B, John Hancock Multifactor Mid C with a value of $7.22B, and Progressive Corp with a value of $6.61B.

Examining the 13F form we can see an decrease of $5.11B in the current position value, from $305B to 300B.

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 $300 Billion
ETFs: $105 Billion
Technology: $52.1 Billion
Healthcare: $32.2 Billion
Financial Services: $29.2 Billion
Industrials: $22.4 Billion
Consumer Cyclical: $14.1 Billion
Consumer Defensive: $13.1 Billion
Energy: $11.2 Billion
Other: $16.3 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.93 Billion 0.65% of portfolio
87,289
Q1 2025 Added 8.9%
$0
$116 Million 0.04% of portfolio
8,900
Q4 2024 New
$0
$73.4 Million 0.02% of portfolio
5,560
Q4 2024 New
$0
$27.1 Million 0.01% of portfolio
2,134
Q4 2024 New
$0
$21 Million 0.01% of portfolio
1,960
Q4 2024 New
$0
$37.6 Million 0.01% of portfolio
2,505
Q4 2024 New
$0
$40.7 Million 0.01% of portfolio
5,000
Q4 2024 New
$0
$2.35 Million 0.0% of portfolio
120
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 519
  • Current Value $300 Billion
  • Prior Value $305 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 48 stocks
  • Additional Purchases 113 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 97 stocks
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