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
TMUS
T Mobile Us, Inc.

Communication Services
278
+ 5.7%
$226.02 - $259.01 $62.8K - $72K
5.15K $1.23B
SO
Southern CO

Utilities
572
+ 9.52%
$90.83 - $96.0 $52K - $54.9K
6.58K $624M
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
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
CMI
Cummins Inc

Industrials
19
+ 25.33%
$327.85 - $426.39 $6.23K - $8.1K
94 $39.7M
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
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
394
+ 50.19%
$22.64 - $23.22 $8.92K - $9.15K
1.18K $27.3M
IEMG
Ishares Inc

ETFs
96
+ 42.67%
N/A
321 $21.2M
WFC
Wells Fargo & Company

Financial Services
49
+ 9.8%
$77.05 - $85.16 $3.78K - $4.17K
549 $46M
ISRG
Intuitive Surgical Inc

Healthcare
16
+ 10.46%
$433.66 - $544.47 $6.94K - $8.71K
169 $75.6M
CSCO
Cisco Systems, Inc.

Technology
162
+ 0.32%
$66.2 - $71.79 $10.7K - $11.6K
51.1K $3.49B
NFLX
Netflix Inc

Communication Services
10
+ 2.13%
$1147.87 - $1297.18 $11.5K - $13K
480 $575M
ARCC
Ares Capital Corp

Financial Services
3.94K
+ 4.17%
$20.41 - $23.25 $80.4K - $91.6K
98.4K $2.01B
DE
Deere & CO

Industrials
111
+ 3.97%
$457.26 - $524.37 $50.8K - $58.2K
2.91K $1.33B
KO
Coca Cola CO

Consumer Defensive
854
+ 2.02%
$65.67 - $71.67 $56.1K - $61.2K
43.2K $2.86B
ADP
Automatic Data Processing Inc

Industrials
83
+ 0.62%
$288.69 - $310.94 $24K - $25.8K
13.5K $3.95B
CRM
Salesforce, Inc.

Technology
145
+ 2.05%
$231.66 - $273.65 $33.6K - $39.7K
7.21K $1.71B
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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