BankPlus Wealth Management
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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
Q3 		$4.25M Sell
8,288
-17
-0.2% -$7.86K 1.86% 9
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

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

BankPlus Wealth Management reduced its Microsoft (MSFT) stake by 0.2% in Q3 2026, selling an estimated $7.86K and leaving 8,288 shares worth $4.25M. The position accounts for 1.86% of the portfolio, ranked #9.

BankPlus Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • BankPlus Wealth Management held 8,288 shares of Microsoft worth $4.25M as of Q3 2026.
  • BankPlus Wealth Management sold 17 Microsoft shares in Q3 2026, an estimated $7.86K.
  • Microsoft made up 1.86% of BankPlus Wealth Management's portfolio in Q3 2026, its #9 holding.
  • BankPlus Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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