BankPlus Wealth Management
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BankPlus Wealth Management’s Mueller Industries MLI Stock Holding History

BankPlus Wealth Management’s Portfolio MLI Stock Details MLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$490K Sell
8,086
-64
-0.8% -$3.99K 0.21% 73
2026
Q2 		$501K Sell
8,150
-124
-1% -$8.13K 0.23% 71
2026
Q1 		$459K Buy
8,274
+230
+3% +$13.8K 0.24% 71
2025
Q4 		$462K Buy
8,044
+1,736
+28% +$93.3K 0.26% 73
2025
Q3 		$319K Buy
+6,308
New +$290K 0.19% 89

Other funds holding MLI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

BankPlus Wealth Management reduced its Mueller Industries (MLI) stake by 0.79% in Q3 2026, selling an estimated $3.99K and leaving 8,086 shares worth $490K. The position accounts for 0.21% of the portfolio, ranked #73.

BankPlus Wealth Management first reported a position in MLI in Q3 2025 and has held it in 5 quarters since. The position peaked at $501K in Q2 2026. 381 funds tracked by Wall St. Rank hold MLI as of Q3 2026.

  • BankPlus Wealth Management held 8,086 shares of Mueller Industries worth $490K as of Q3 2026.
  • BankPlus Wealth Management sold 64 Mueller Industries shares in Q3 2026, an estimated $3.99K.
  • Mueller Industries made up 0.21% of BankPlus Wealth Management's portfolio in Q3 2026, its #73 holding.
  • BankPlus Wealth Management first reported a position in Mueller Industries in Q3 2025 and has held it in 5 quarters since.
  • BankPlus Wealth Management's Mueller Industries position peaked at $501K in Q2 2026.
  • 381 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2026.

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