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 Q3	$863K	Buy	3,344 +61	+2%	+$16.2K	0.38%	45
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

BankPlus Wealth Management increased its Automatic Data Processing (ADP) stake by 1.9% in Q3 2026, buying an estimated $16.2K and bringing the position to 3,344 shares worth $863K. The position accounts for 0.38% of the portfolio, ranked #45.

BankPlus Wealth Management first reported a position in ADP in Q4 2024 and has held it in 8 quarters since. The position peaked at $921K in Q2 2025. 1,623 funds tracked by Wall St. Rank hold ADP as of Q3 2026.

BankPlus Wealth Management held 3,344 shares of Automatic Data Processing worth $863K as of Q3 2026.
BankPlus Wealth Management bought 61 Automatic Data Processing shares in Q3 2026, an estimated $16.2K.
Automatic Data Processing made up 0.38% of BankPlus Wealth Management's portfolio in Q3 2026, its #45 holding.
BankPlus Wealth Management first reported a position in Automatic Data Processing in Q4 2024 and has held it in 8 quarters since.
BankPlus Wealth Management's Automatic Data Processing position peaked at $921K in Q2 2025.
1,623 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2026.

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