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 Q3	$1.58M	Sell	6,909 -744	-10%	-$160K	0.69%	24
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

BankPlus Wealth Management reduced its NVIDIA (NVDA) stake by 9.7% in Q3 2026, selling an estimated $160K and leaving 6,909 shares worth $1.58M. The position accounts for 0.69% of the portfolio, ranked #24.

BankPlus Wealth Management first reported a position in NVDA in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.27M in Q3 2025. 3,682 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

BankPlus Wealth Management held 6,909 shares of NVIDIA worth $1.58M as of Q3 2026.
BankPlus Wealth Management sold 744 NVIDIA shares in Q3 2026, an estimated $160K.
NVIDIA made up 0.69% of BankPlus Wealth Management's portfolio in Q3 2026, its #24 holding.
BankPlus Wealth Management first reported a position in NVIDIA in Q4 2024 and has held it in 8 quarters since.
BankPlus Wealth Management's NVIDIA position peaked at $2.27M in Q3 2025.
3,682 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

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