BankPlus Wealth Management
AMZN icon

BankPlus Wealth Management’s Amazon AMZN Stock Holding History

BankPlus Wealth Management’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.68M Buy
6,735
+116
+2% +$29.5K 0.73% 22
2026
Q2 		$1.58M Buy
6,619
+317
+5% +$79.6K 0.71% 24
2026
Q1 		$1.31M Buy
6,302
+1,859
+42% +$409K 0.68% 26
2025
Q4 		$1.03M Buy
4,443
+142
+3% +$32.5K 0.57% 28
2025
Q3 		$944K Buy
4,301
+93
+2% +$21.1K 0.56% 32
2025
Q2 		$923K Buy
4,208
+108
+3% +$21.4K 0.61% 29
2025
Q1 		$780K Sell
4,100
-231
-5% -$50.1K 0.57% 32
2024
Q4 		$950K Buy
+4,331
New +$886K 0.71% 21

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

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

BankPlus Wealth Management increased its Amazon (AMZN) stake by 1.8% in Q3 2026, buying an estimated $29.5K and bringing the position to 6,735 shares worth $1.68M. The position accounts for 0.73% of the portfolio, ranked #22.

BankPlus Wealth Management first reported a position in AMZN in Q4 2024 and has held it in 8 quarters since. 2,757 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • BankPlus Wealth Management held 6,735 shares of Amazon worth $1.68M as of Q3 2026.
  • BankPlus Wealth Management bought 116 Amazon shares in Q3 2026, an estimated $29.5K.
  • Amazon made up 0.73% of BankPlus Wealth Management's portfolio in Q3 2026, its #22 holding.
  • BankPlus Wealth Management first reported a position in Amazon in Q4 2024 and has held it in 8 quarters since.
  • 2,757 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

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