BankPlus Wealth Management
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BankPlus Wealth Management’s Home Depot HD Stock Holding History

BankPlus Wealth Management’s Portfolio HD Stock Details HD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$590K Buy
2,071
+30
+1% +$9.8K 0.26% 63
2026
Q2 		$720K Buy
2,041
+47
+2% +$15.3K 0.32% 51
2026
Q1 		$656K Buy
1,994
+42
+2% +$15.3K 0.34% 51
2025
Q4 		$672K Sell
1,952
-16
-0.8% -$5.86K 0.37% 47
2025
Q3 		$798K Buy
1,968
+67
+4% +$26.3K 0.47% 36
2025
Q2 		$697K Buy
1,901
+88
+5% +$31.8K 0.46% 39
2025
Q1 		$664K Sell
1,813
-60
-3% -$23.4K 0.49% 38
2024
Q4 		$728K Buy
+1,873
New +$765K 0.54% 36

Other funds holding HD

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

BankPlus Wealth Management increased its Home Depot (HD) stake by 1.5% in Q3 2026, buying an estimated $9.8K and bringing the position to 2,071 shares worth $590K. The position accounts for 0.26% of the portfolio, ranked #63.

BankPlus Wealth Management first reported a position in HD in Q4 2024 and has held it in 8 quarters since. The position peaked at $798K in Q3 2025. 2,300 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • BankPlus Wealth Management held 2,071 shares of Home Depot worth $590K as of Q3 2026.
  • BankPlus Wealth Management bought 30 Home Depot shares in Q3 2026, an estimated $9.8K.
  • Home Depot made up 0.26% of BankPlus Wealth Management's portfolio in Q3 2026, its #63 holding.
  • BankPlus Wealth Management first reported a position in Home Depot in Q4 2024 and has held it in 8 quarters since.
  • BankPlus Wealth Management's Home Depot position peaked at $798K in Q3 2025.
  • 2,300 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

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