BankPlus Trust DepartmentCoreConcentrated long-term

CIK: 0002047270 | JACKSON, MS

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	514	$427.5M	2026-07-28	SEC ↗
Q1 2026	13F-HR	508	$374.3M	2026-05-11	SEC ↗
Q4 2025	13F-HR	502	$382.3M	2026-01-27	SEC ↗
Q3 2025	13F-HR	493	$373.5M	2025-10-17	SEC ↗
Q2 2025	13F-HR	483	$337.8M	2025-07-23	SEC ↗
Q1 2025	13F-HR	519	$299.7M	2025-05-01	SEC ↗
Q4 2024	13F-HR	511	$304.8M	2025-02-04	SEC ↗