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BankPlus Wealth Management’s Microsoft MSFT Stock Holding History

BankPlus Wealth Management’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.1M Buy
8,305
+274
+3% +$111K 1.39% 15
2026
Q1 		$2.97M Buy
8,031
+852
+12% +$357K 1.54% 15
2025
Q4 		$3.47M Sell
7,179
-84
-1% -$42.1K 1.92% 11
2025
Q3 		$3.76M Sell
7,263
-95
-1% -$48.5K 2.22% 6
2025
Q2 		$3.66M Buy
7,358
+225
+3% +$97.7K 2.43% 5
2025
Q1 		$2.68M Sell
7,133
-71
-1% -$28.9K 1.97% 9
2024
Q4 		$3.04M Buy
+7,204
New +$3.07M 2.26% 8

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

BankPlus Wealth Management increased its Microsoft (MSFT) stake by 3.4% in Q2 2026, buying an estimated $111K and bringing the position to 8,305 shares worth $3.1M. The position accounts for 1.39% of the portfolio, ranked #15.

BankPlus Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.76M in Q3 2025. 2,334 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • BankPlus Wealth Management held 8,305 shares of Microsoft worth $3.1M as of Q2 2026.
  • BankPlus Wealth Management bought 274 Microsoft shares in Q2 2026, an estimated $111K.
  • Microsoft made up 1.39% of BankPlus Wealth Management's portfolio in Q2 2026, its #15 holding.
  • BankPlus Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • BankPlus Wealth Management's Microsoft position peaked at $3.76M in Q3 2025.
  • 2,334 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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