BankPlus Trust Department’s Vertiv VRT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.34K	Hold	7	–	–	﹤0.01%	429
2026 Q1	$1.75K	Sell	7 -75	-91%	-$16.6K	﹤0.01%	435
2025 Q4	$13.3K	Buy	82 +75	+1,071%	+$13K	﹤0.01%	353
2025 Q3	$1.06K	Hold	7	–	–	﹤0.01%	443
2025 Q2	$899	Hold	7	–	–	﹤0.01%	434
2025 Q1	$505	Hold	7	–	–	﹤0.01%	469
2024 Q4	$795	Buy	+7	New	+$831	﹤0.01%	446

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BankPlus Trust Department's VRT Position: Q2 2026 in Review

BankPlus Trust Department held its Vertiv (VRT) position steady in Q2 2026 at 7 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

BankPlus Trust Department first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.3K in Q4 2025. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

BankPlus Trust Department held 7 shares of Vertiv worth $2.34K as of Q2 2026.
BankPlus Trust Department left its Vertiv share count unchanged in Q2 2026.
Vertiv made up ﹤0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #429 holding.
BankPlus Trust Department first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's Vertiv position peaked at $13.3K in Q4 2025.
2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.