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Advisory Advocates’s ePlus PLUS Stock Holding History

Advisory Advocates’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 		$474K Buy
+5,694
New +$474K 0.41% 90

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisory Advocates's PLUS Position: Q2 2026 in Review

Advisory Advocates opened a new position in ePlus (PLUS) in Q2 2026: 5,694 shares worth $474K. The stake represents 0.41% of the portfolio and ranks #90 among its holdings.

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

  • Advisory Advocates held 5,694 shares of ePlus worth $474K as of Q2 2026.
  • ePlus was a new Advisory Advocates position in Q2 2026.
  • ePlus made up 0.41% of Advisory Advocates's portfolio in Q2 2026, its #90 holding.
  • 273 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.