Bank Plus Trust Department has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $300 Billion distributed in 519 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 $73.6B, Microsoft Corp with a value of $12.3B, Apple Inc. with a value of $11B, John Hancock Multifactor Mid C with a value of $7.22B, and Progressive Corp with a value of $6.61B.
Examining the 13F form we can see an decrease of $5.11B in the current position value, from $305B to 300B.
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.
