Bank Plus Trust Department has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $374 Billion distributed in 493 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 $89.2B, Microsoft Corp with a value of $19.1B, Apple Inc. with a value of $12.3B, Nvidia Corp with a value of $9.45B, and John Hancock Multifactor Mid C with a value of $8.76B.
Examining the 13F form we can see an increase of $35.7B in the current position value, from $338B to 374B.
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.