Bank Plus Trust Department Purchases and Sells in Q3 2025

Bank Plus Trust Department

$374 Billion
Q3 2025

Top Buys

Incresed Positions

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	446 + 0.34%	$620.67 - $670.08 $277K - $299K	133K $89.2B
MSFT	3K + 8.87%	$491.09 - $535.64 $1.47M - $1.61M	36.8K $19.1B
V	4.57K + 78.0%	$332.09 - $358.86 $1.52M - $1.64M	10.4K $3.56B
AMZN	6.73K + 46.52%	$211.65 - $238.24 $1.42M - $1.6M	21.2K $4.65B
ABBV	952 + 3.51%	$184.85 - $231.54 $176K - $220K	28.1K $6.5B
GOOG	1.43K + 10.69%	$175.16 - $255.24 $250K - $365K	14.8K $3.61B

New Holdings

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ADBE	1.4K New	$333.65 - $392.1 $467K - $549K	1.4K $494M
WAB	2.18K New	$185.65 - $214.38 $404K - $466K	2.18K $436M
AME	1.24K New	$176.44 - $192.03 $219K - $238K	1.24K $233M
FTI	5.42K New	$32.19 - $40.89 $174K - $222K	5.42K $214M
TRV	750 New	$250.62 - $279.43 $188K - $210K	750 $209M
SMG	3.63K New	$55.82 - $70.08 $203K - $254K	3.63K $207M

Top Sells

Reduced Positions

90 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	-1.95K - 72.22%	$237.77 - $353.61 $462K - $688K	748 $258M
ACN	-82 - 0.86%	$232.56 - $304.78 $19.1K - $25K	9.45K $2.33B
TXN	-243 - 1.29%	N/A	18.5K $3.41B
LULU	-1.78K - 71.96%	$159.87 - $247.68 $285K - $442K	695 $124M
GWW	-33 - 0.76%	$932.44 - $1059.49 $30.8K - $35K	4.32K $4.12B
SPLG	-6.34K - 20.23%	$72.65 - $78.68 $461K - $499K	25K $1.96B

Activity Summary All Purchases 113 New Holdings 30 Increased Positions 83 All Sells 90 Reductions 90 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bank Plus Trust Department, based on Form 13F filings with the SEC.

News

Stay updated on Bank Plus Trust Department with notifications on news.