BankPlus Wealth Management’s Automatic Data Processing ADP Stock Holding History

BankPlus Wealth Management’s Portfolio ADP Stock Details ADP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$735K	Buy	3,283 +120	+4%	+$25.6K	0.33%	50
2026 Q1	$643K	Buy	3,163 +145	+5%	+$33.2K	0.33%	52
2025 Q4	$777K	Sell	3,018 -46	-2%	-$12.2K	0.43%	40
2025 Q3	$899K	Buy	3,064 +79	+3%	+$23.8K	0.53%	33
2025 Q2	$921K	Buy	2,985 +104	+4%	+$31.9K	0.61%	30
2025 Q1	$880K	Sell	2,881 -2	-0.1%	-$603	0.65%	25
2024 Q4	$844K	Buy	+2,883	New	+$852K	0.63%	26

Other funds holding ADP

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BankPlus Wealth Management's ADP Position: Q2 2026 in Review

BankPlus Wealth Management increased its Automatic Data Processing (ADP) stake by 3.8% in Q2 2026, buying an estimated $25.6K and bringing the position to 3,283 shares worth $735K. The position accounts for 0.33% of the portfolio, ranked #50.

BankPlus Wealth Management first reported a position in ADP in Q4 2024 and has held it in 7 quarters since. The position peaked at $921K in Q2 2025. 721 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

BankPlus Wealth Management held 3,283 shares of Automatic Data Processing worth $735K as of Q2 2026.
BankPlus Wealth Management bought 120 Automatic Data Processing shares in Q2 2026, an estimated $25.6K.
Automatic Data Processing made up 0.33% of BankPlus Wealth Management's portfolio in Q2 2026, its #50 holding.
BankPlus Wealth Management first reported a position in Automatic Data Processing in Q4 2024 and has held it in 7 quarters since.
BankPlus Wealth Management's Automatic Data Processing position peaked at $921K in Q2 2025.
721 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.