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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
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

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

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

BankPlus Wealth Management reduced its Mueller Industries (MLI) stake by 1.5% in Q2 2026, selling an estimated $8.13K and leaving 8,150 shares worth $501K. The position accounts for 0.23% of the portfolio, ranked #71.

BankPlus Wealth Management first reported a position in MLI in Q3 2025 and has held it in 4 quarters since. 264 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • BankPlus Wealth Management held 8,150 shares of Mueller Industries worth $501K as of Q2 2026.
  • BankPlus Wealth Management sold 124 Mueller Industries shares in Q2 2026, an estimated $8.13K.
  • Mueller Industries made up 0.23% of BankPlus Wealth Management's portfolio in Q2 2026, its #71 holding.
  • BankPlus Wealth Management first reported a position in Mueller Industries in Q3 2025 and has held it in 4 quarters since.
  • 264 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

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