Bank Plus Trust Department Purchases in Q3 2025

Bank Plus Trust Department

  • $374 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KMX
Carmax Inc

Consumer Cyclical
3.84K
+ 1634.89%
$44.86 - $71.57 $172K - $275K
4.08K $183M
SYY
Sysco Corp

Consumer Defensive
231
+ 1.08%
$76.33 - $82.51 $17.6K - $19.1K
21.6K $1.78B
AON
Aon PLC

Financial Services
430
New
$350.91 - $375.27 $151K - $161K
430 $153M
TRMK
Trustmark Corp

Financial Services
1.66K
+ 7.1%
$36.46 - $41.06 $60.6K - $68.2K
25.1K $992M
TFC
Truist Financial Corp

Financial Services
122
+ 0.32%
$42.83 - $47.07 $5.23K - $5.74K
38.3K $1.75B
Ul Solutions In/Sh Cl A
1.5K
New
N/A
1.5K $106M
RF
Regions Financial Corp

Financial Services
1.15K
+ 5.29%
$24.03 - $27.41 $27.7K - $31.5K
22.9K $604M
META
Meta Platforms, Inc.

Communication Services
107
+ 25.36%
$695.21 - $791.73 $74.4K - $84.7K
529 $388M
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.03K
+ 2.02%
$46.37 - $47.77 $47.8K - $49.3K
52K $2.47B
TMUS
T Mobile Us, Inc.

Communication Services
278
+ 5.7%
$226.02 - $259.01 $62.8K - $72K
5.15K $1.23B
ABT
Abbott Laboratories

Healthcare
912
+ 3.72%
$120.51 - $136.62 $110K - $125K
25.4K $3.41B
OKE
Oneok Inc

Energy
4.35K
+ 15.19%
$71.36 - $83.47 $310K - $363K
33K $2.41B
IWF
Ishares Russell 1000 Gr ETF

ETFs
48
+ 4.65%
$420.11 - $472.68 $20.2K - $22.7K
1.08K $506M
GLD
Spdr Gold Trust

ETFs
108
+ 18.95%
$300.96 - $355.47 $32.5K - $38.4K
678 $241M
Brookfield Infrastructure Corp.
1.83K
+ 4.82%
N/A
39.8K $1.64B
IWD
Ishares Russell 1000 Val ETF

ETFs
114
+ 3.39%
$192.76 - $203.86 $22K - $23.2K
3.48K $708M
AXP
American Express CO

Financial Services
29
+ 1.03%
$294.27 - $342.31 $8.53K - $9.93K
2.85K $947M
EME
Emcor Group, Inc.

Industrials
14
+ 4.32%
$530.88 - $655.83 $7.43K - $9.18K
338 $220M
CRWD
Crowd Strike Holdings, Inc.

Technology
126
+ 11.93%
$412.46 - $514.1 $52K - $64.8K
1.18K $580M
PEP
Pepsico Inc

Consumer Defensive
118
+ 4.53%
$133.81 - $152.16 $15.8K - $18K
2.72K $382M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
844
+ 14.43%
$41.55 - $42.82 $35.1K - $36.1K
6.69K $285M
DLR
Digital Realty Trust, Inc.

Real Estate
297
+ 2.38%
$161.21 - $180.02 $47.9K - $53.5K
12.8K $2.21B
FTV
Fortive Corp

Technology
695
+ 87.97%
$46.55 - $53.34 $32.4K - $37.1K
1.49K $72.8M
CVX
Chevron Corp

Energy
22
+ 0.99%
$145.57 - $161.83 $3.2K - $3.56K
2.25K $349M
SNA
Snap On Inc

Industrials
30
+ 5.87%
$313.01 - $346.53 $9.39K - $10.4K
541 $187M
TM
Toyota Motor Corp

Consumer Cyclical
100
+ 33.33%
$167.86 - $202.79 $16.8K - $20.3K
400 $76.4M
AMAT
Applied Materials Inc

Technology
44
+ 8.64%
$156.25 - $204.95 $6.88K - $9.02K
553 $113M
VNT
Vontier Corp

Technology
400
New
$37.48 - $43.71 $15K - $17.5K
400 $16.8M
CMI
Cummins Inc

Industrials
19
+ 25.33%
$327.85 - $426.39 $6.23K - $8.1K
94 $39.7M
Ralliant Corp/Sh
333
New
N/A
333 $14.6M
Bitmine Immersion Technologies Inc
250
New
N/A
250 $13M
VONG
Vanguard Russell 1000 Growth E

ETFs
96
New
$108.08 - $121.73 $10.4K - $11.7K
96 $11.6M
STX
Seagate Technology Holdings PLC

Technology
47
New
$142.01 - $236.06 $6.67K - $11.1K
47 $11.1M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
197
New
$52.55 - $54.37 $10.4K - $10.7K
197 $10.7M
FLEX
Flex Ltd.

Technology
181
New
$48.49 - $59.33 $8.78K - $10.7K
181 $10.5M
VST
Vistra Corp.

Utilities
53
New
$182.0 - $217.92 $9.65K - $11.5K
53 $10.4M
UBER
Uber Technologies, Inc

Technology
105
+ 954.55%
$86.91 - $99.57 $9.13K - $10.5K
116 $11.4M
VEEV
Veeva Systems Inc

Healthcare
12
+ 1.79%
$269.2 - $297.91 $3.23K - $3.57K
681 $203M
CASY
Caseys General Stores Inc

Consumer Cyclical
18
New
$494.52 - $565.32 $8.9K - $10.2K
18 $10.2M
ABC
Amerisourcebergen Corp

Healthcare
32
New
N/A
32 $10M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
394
+ 50.19%
$22.64 - $23.22 $8.92K - $9.15K
1.18K $27.3M
IDEV
Ishares Core Msci Intl Develop

ETFs
101
New
$74.68 - $80.26 $7.54K - $8.11K
101 $8.1M
IEMG
Ishares Inc

ETFs
96
+ 42.67%
N/A
321 $21.2M
AVEM
American Centy ETF Tr Avantis

ETFs
86
New
$68.33 - $75.41 $5.88K - $6.49K
86 $6.46M
WFC
Wells Fargo & Company

Financial Services
49
+ 9.8%
$77.05 - $85.16 $3.78K - $4.17K
549 $46M
THG
Hanover Insurance Group, Inc.

Financial Services
28
New
$162.08 - $182.1 $4.54K - $5.1K
28 $5.09M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
44
New
$108.8 - $169.61 $4.79K - $7.46K
44 $4.79M
IGF
Ishares Global Infrastructure

ETFs
53
New
$58.29 - $61.43 $3.09K - $3.26K
53 $3.24M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
65
New
$45.72 - $47.27 $2.97K - $3.07K
65 $3.05M
Activity Summary
Buys All Purchases 113 New Holdings 30 Increased Positions 83 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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