BankPlus Trust Department’s Dow Inc DOW Stock Holding History

BankPlus Trust Department’s Portfolio DOW Stock Details DOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.7K	Hold	328	–	–	﹤0.01%	353
2025 Q4	$7.67K	Sell	328 -217	-40%	-$4.99K	﹤0.01%	379
2025 Q3	$12.5K	Hold	545	–	–	﹤0.01%	351
2025 Q2	$14.4K	Hold	545	–	–	﹤0.01%	331
2025 Q1	$19K	Sell	545 -1,461	-73%	-$56.1K	0.01%	313
2024 Q4	$80.5K	Buy	+2,006	New	+$93.6K	0.03%	190

Other funds holding DOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BankPlus Trust Department's DOW Position: Q1 2026 in Review

BankPlus Trust Department held its Dow Inc (DOW) position steady in Q1 2026 at 328 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

BankPlus Trust Department first reported a position in DOW in Q4 2024 and has held it in 6 quarters since. The position peaked at $80.5K in Q4 2024. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

BankPlus Trust Department held 328 shares of Dow Inc worth $13.7K as of Q1 2026.
BankPlus Trust Department left its Dow Inc share count unchanged in Q1 2026.
Dow Inc made up ﹤0.01% of BankPlus Trust Department's portfolio in Q1 2026, its #353 holding.
BankPlus Trust Department first reported a position in Dow Inc in Q4 2024 and has held it in 6 quarters since.
BankPlus Trust Department's Dow Inc position peaked at $80.5K in Q4 2024.
1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.