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Balboa Wealth Partners’s Plexus PLXS Stock Holding History

Balboa Wealth Partners’s Portfolio PLXS Stock Details PLXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$416K Sell
1,385
-156
-10% -$40.7K 0.06% 273
2026
Q1 		$312K Buy
+1,541
New +$293K 0.05% 301

Other funds holding PLXS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Balboa Wealth Partners's PLXS Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Plexus (PLXS) stake by 10% in Q2 2026, selling an estimated $40.7K and leaving 1,385 shares worth $416K. The position accounts for 0.06% of the portfolio, ranked #273.

Balboa Wealth Partners first reported a position in PLXS in Q1 2026 and has held it in 2 quarters since. 447 funds tracked by Wall St. Rank hold PLXS as of Q2 2026.

  • Balboa Wealth Partners held 1,385 shares of Plexus worth $416K as of Q2 2026.
  • Balboa Wealth Partners sold 156 Plexus shares in Q2 2026, an estimated $40.7K.
  • Plexus made up 0.06% of Balboa Wealth Partners's portfolio in Q2 2026, its #273 holding.
  • Balboa Wealth Partners first reported a position in Plexus in Q1 2026 and has held it in 2 quarters since.
  • 447 funds tracked by Wall St. Rank held Plexus as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.