BankPlus Wealth Management
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BankPlus Wealth Management’s Apple AAPL Stock Holding History

BankPlus Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.69M Sell
23,087
-408
-2% -$131K 3.36% 6
2026
Q2 		$6.8M Sell
23,495
-15
-0.1% -$4.29K 3.06% 5
2026
Q1 		$5.97M Sell
23,510
-1,217
-5% -$317K 3.08% 5
2025
Q4 		$6.72M Sell
24,727
-197
-0.8% -$52.9K 3.71% 4
2025
Q3 		$6.35M Buy
24,924
+1,401
+6% +$316K 3.74% 4
2025
Q2 		$4.83M Sell
23,523
-300
-1% -$60.6K 3.2% 4
2025
Q1 		$5.29M Sell
23,823
-578
-2% -$134K 3.89% 4
2024
Q4 		$6.11M Buy
+24,401
New +$5.75M 4.55% 4

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BankPlus Wealth Management's AAPL Position: Q3 2026 in Review

BankPlus Wealth Management reduced its Apple (AAPL) stake by 1.7% in Q3 2026, selling an estimated $131K and leaving 23,087 shares worth $7.69M. The position accounts for 3.36% of the portfolio, ranked #6.

BankPlus Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • BankPlus Wealth Management held 23,087 shares of Apple worth $7.69M as of Q3 2026.
  • BankPlus Wealth Management sold 408 Apple shares in Q3 2026, an estimated $131K.
  • Apple made up 3.36% of BankPlus Wealth Management's portfolio in Q3 2026, its #6 holding.
  • BankPlus Wealth Management first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on BankPlus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.