APFP
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Action Point Financial Planning’s ePlus PLUS Stock Holding History

Action Point Financial Planning’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25K Buy
+16
New +$1.33K ﹤0.01% 2410

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Action Point Financial Planning's PLUS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in ePlus (PLUS) in Q2 2026: 16 shares worth $1.25K. The stake represents ﹤0.01% of the portfolio and ranks #2410 among its holdings.

287 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Action Point Financial Planning held 16 shares of ePlus worth $1.25K as of Q2 2026.
  • ePlus was a new Action Point Financial Planning position in Q2 2026.
  • ePlus made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2410 holding.
  • 287 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.