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BankPlus Wealth Management’s CrowdStrike CRWD Stock Holding History

BankPlus Wealth Management’s Portfolio CRWD Stock Details CRWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$537K Buy
2,816
+624
+28% +$88.7K 0.24% 65
2026
Q1 		$214K Buy
2,192
+280
+15% +$29.7K 0.11% 110
2025
Q4 		$224K Buy
+1,912
New +$243K 0.12% 104

Other funds holding CRWD

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

BankPlus Wealth Management increased its CrowdStrike (CRWD) stake by 28% in Q2 2026, buying an estimated $88.7K and bringing the position to 2,816 shares worth $537K. The position accounts for 0.24% of the portfolio, ranked #65.

BankPlus Wealth Management first reported a position in CRWD in Q4 2025 and has held it in 3 quarters since. 1,112 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • BankPlus Wealth Management held 2,816 shares of CrowdStrike worth $537K as of Q2 2026.
  • BankPlus Wealth Management bought 624 CrowdStrike shares in Q2 2026, an estimated $88.7K.
  • CrowdStrike made up 0.24% of BankPlus Wealth Management's portfolio in Q2 2026, its #65 holding.
  • BankPlus Wealth Management first reported a position in CrowdStrike in Q4 2025 and has held it in 3 quarters since.
  • 1,112 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

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