BankPlus Wealth Management’s NVIDIA NVDA Stock Holding History

BankPlus Wealth Management’s Portfolio NVDA Stock Details NVDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.53M	Buy	7,653 +43	+0.6%	+$8.84K	0.69%	26
2026 Q1	$1.33M	Sell	7,610 -1,092	-13%	-$200K	0.69%	25
2025 Q4	$1.62M	Sell	8,702 -3,476	-29%	-$647K	0.9%	20
2025 Q3	$2.27M	Buy	12,178 +3,023	+33%	+$527K	1.34%	15
2025 Q2	$1.45M	Sell	9,155 -4,106	-31%	-$517K	0.96%	19
2025 Q1	$1.44M	Sell	13,261 -3,355	-20%	-$425K	1.06%	15
2024 Q4	$2.23M	Buy	+16,616	New	+$2.29M	1.66%	14

Other funds holding NVDA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

BankPlus Wealth Management increased its NVIDIA (NVDA) stake by 0.57% in Q2 2026, buying an estimated $8.84K and bringing the position to 7,653 shares worth $1.53M. The position accounts for 0.69% of the portfolio, ranked #26.

BankPlus Wealth Management first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.27M in Q3 2025. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

BankPlus Wealth Management held 7,653 shares of NVIDIA worth $1.53M as of Q2 2026.
BankPlus Wealth Management bought 43 NVIDIA shares in Q2 2026, an estimated $8.84K.
NVIDIA made up 0.69% of BankPlus Wealth Management's portfolio in Q2 2026, its #26 holding.
BankPlus Wealth Management first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
BankPlus Wealth Management's NVIDIA position peaked at $2.27M in Q3 2025.
2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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