Bank Plus Trust Department Incresed Positions in Q3 2025

Bank Plus Trust Department

  • $374 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
446
+ 0.34%
$620.67 - $670.08 $277K - $299K
133K $89.2B
MSFT
Microsoft Corp

Technology
3K
+ 8.87%
$491.09 - $535.64 $1.47M - $1.61M
36.8K $19.1B
V
Visa Inc.

Financial Services
4.57K
+ 78.0%
$332.09 - $358.86 $1.52M - $1.64M
10.4K $3.56B
AMZN
Amazon Com Inc

Consumer Cyclical
6.73K
+ 46.52%
$211.65 - $238.24 $1.42M - $1.6M
21.2K $4.65B
ABBV
Abb Vie Inc.

Healthcare
952
+ 3.51%
$184.85 - $231.54 $176K - $220K
28.1K $6.5B
GOOG
Alphabet Inc.

Communication Services
1.43K
+ 10.69%
$175.16 - $255.24 $250K - $365K
14.8K $3.61B
IDXX
Idexx Laboratories Inc

Healthcare
1.83K
+ 1386.36%
$514.61 - $682.78 $942K - $1.25M
1.96K $1.25B
JHMM
John Hancock Multifactor Mid C

ETFs
9.33K
+ 7.4%
$61.22 - $65.26 $571K - $609K
135K $8.76B
EHC
Encompass Health Corp

Healthcare
6.15K
+ 728.67%
$107.13 - $127.02 $659K - $781K
6.99K $888M
ASML
Asml Holding Nv

Technology
716
+ 2864.0%
$689.63 - $968.09 $494K - $693K
741 $717M
ALL
Allstate Corp

Financial Services
2.98K
+ 246.12%
$192.0 - $214.65 $572K - $639K
4.19K $899M
FAST
Fastenal CO

Industrials
4.28K
+ 6.92%
$42.47 - $50.39 $182K - $215K
66.1K $3.24B
VLO
Valero Energy Corp

Energy
437
+ 2.78%
$131.77 - $175.63 $57.6K - $76.8K
16.1K $2.75B
SYK
Stryker Corp

Healthcare
1.62K
+ 417.48%
$368.57 - $403.53 $599K - $655K
2.01K $744M
MLI
Mueller Industries Inc

Industrials
4.3K
+ 67.49%
$82.07 - $101.7 $353K - $437K
10.7K $1.08B
PGR
Progressive Corp

Financial Services
4.11K
+ 16.55%
$238.61 - $264.3 $981K - $1.09M
29K $7.15B
BX
Blackstone Inc.

Financial Services
510
+ 2.62%
$152.77 - $188.68 $77.9K - $96.2K
20K $3.41B
ZTS
Zoetis Inc.

Healthcare
3.53K
+ 118.72%
$141.13 - $159.19 $499K - $562K
6.51K $952M
TSLA
Tesla, Inc.

Consumer Cyclical
12
+ 0.33%
$293.94 - $444.72 $3.53K - $5.34K
3.62K $1.61B
TYL
Tyler Technologies Inc

Technology
868
+ 320.3%
$522.22 - $611.76 $453K - $531K
1.14K $596M
MRK
Merck & Co., Inc.

Healthcare
4.83K
+ 80.02%
$77.6 - $87.37 $374K - $422K
10.9K $911M
GOOGL
Alphabet Inc.

Communication Services
477
+ 10.21%
$174.36 - $254.72 $83.2K - $122K
5.15K $1.25B
DHR
Danaher Corp

Healthcare
2K
+ 55.94%
$181.46 - $212.2 $363K - $424K
5.58K $1.11B
ENB
Enbridge Inc

Energy
1.86K
+ 4.04%
$43.79 - $50.46 $81.3K - $93.7K
47.8K $2.41B
JPIE
J P Morgan Exchange Traded Fd
7.04K
+ 26.32%
$46.01 - $46.55 $324K - $328K
33.8K $1.57B
LHX
L3 Harris Technologies, Inc.

Industrials
4
+ 0.07%
$252.18 - $305.41 $1.01K - $1.22K
5.86K $1.79B
MO
Altria Group, Inc.

Consumer Defensive
4.6K
+ 2515.85%
$57.75 - $67.68 $266K - $312K
4.79K $316M
TROW
Price T Rowe Group Inc

Financial Services
2.86K
+ 7333.33%
$98.67 - $111.52 $282K - $319K
2.9K $298M
ORCL
Oracle Corp

Technology
175
+ 4.58%
$218.96 - $328.33 $38.3K - $57.5K
3.99K $1.12B
SBUX
Starbucks Corp

Consumer Cyclical
3.4K
+ 1808.51%
$81.9 - $96.86 $278K - $329K
3.59K $304M
DGX
Quest Diagnostics Inc

Healthcare
776
+ 6.31%
N/A
13.1K $2.49B
BDX
Becton Dickinson & CO

Healthcare
891
+ 13.19%
$172.41 - $199.66 $154K - $178K
7.64K $1.43B
IQLT
Ishares Msci Intl Quality Fact

ETFs
5.51K
+ 38.55%
$41.43 - $44.2 $228K - $243K
19.8K $874M
NEE
Nextera Energy Inc

Utilities
482
+ 1.5%
$69.77 - $77.54 $33.6K - $37.4K
32.6K $2.46B
LOW
Lowes Companies Inc

Consumer Cyclical
209
+ 3.47%
$215.01 - $273.02 $44.9K - $57.1K
6.23K $1.56B
YETI
Yeti Holdings, Inc.

Consumer Cyclical
6.4K
+ 100.0%
$31.86 - $39.7 $204K - $254K
12.8K $425M
XOM
Exxon Mobil Corp

Energy
600
+ 2.08%
$105.83 - $117.22 $63.5K - $70.3K
29.4K $3.32B
VZ
Verizon Communications Inc

Communication Services
4.65K
+ 79.42%
$40.84 - $45.06 $190K - $210K
10.5K $462M
PHR
Phreesia, Inc.

Healthcare
7.98K
+ 883.39%
$23.28 - $32.55 $186K - $260K
8.88K $209M
C
Citigroup Inc

Financial Services
706
+ 10.42%
$85.57 - $103.49 $60.4K - $73.1K
7.48K $759M
WSO
Watsco Inc

Industrials
485
+ 105.9%
$381.94 - $489.97 $185K - $238K
943 $381M
PLD
Prologis, Inc.

Real Estate
847
+ 9.73%
$104.08 - $115.35 $88.2K - $97.7K
9.55K $1.09B
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
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
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
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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