BankPlus Trust Department’s Fresenius Medical Care FMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-154	Closed	-$3.67K	–	473
2025 Q4	$3.67K	Hold	154	–	–	﹤0.01%	409
2025 Q3	$4.05K	Hold	154	–	–	﹤0.01%	403
2025 Q2	$4.4K	Hold	154	–	–	﹤0.01%	389
2025 Q1	$3.83K	Hold	154	–	–	﹤0.01%	411
2024 Q4	$3.49K	Buy	+154	New	+$3.34K	﹤0.01%	394

Other funds holding FMS

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

IHAM

Integral Health Asset Management New York $2.53B AUM 154.61% 1-Year Est. Return

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

BankPlus Trust Department sold out of Fresenius Medical Care (FMS) in Q1 2026, closing a stake of 154 shares — an estimated $3.67K sold.

BankPlus Trust Department first reported a position in FMS in Q4 2024 and held it in 5 quarters. The position peaked at $4.4K in Q2 2025. 220 funds tracked by Wall St. Rank hold FMS as of Q1 2026.

BankPlus Trust Department reported no remaining Fresenius Medical Care position as of Q1 2026 after selling out during the quarter.
BankPlus Trust Department sold 154 Fresenius Medical Care shares in Q1 2026, an estimated $3.67K.
BankPlus Trust Department first reported a position in Fresenius Medical Care in Q4 2024 and held it in 5 quarters.
BankPlus Trust Department's Fresenius Medical Care position peaked at $4.4K in Q2 2025.
220 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2026.

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