Bank Plus Trust Department has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $338 Billion distributed in 483 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 $82.4B, Microsoft Corp with a value of $16.8B, Apple Inc. with a value of $10.1B, Nvidia Corp with a value of $8.27B, and John Hancock Multifactor Mid C with a value of $7.71B.

Examining the 13F form we can see an increase of $38.1B in the current position value, from $300B to 338B.

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 $338 Billion
ETFs: $121 Billion
Technology: $61.6 Billion
Financial Services: $32.8 Billion
Healthcare: $31.9 Billion
Industrials: $26.1 Billion
Consumer Cyclical: $14.5 Billion
Consumer Defensive: $13.8 Billion
Energy: $11.7 Billion
Other: $17.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 483
  • Current Value $338 Billion
  • Prior Value $300 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
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