BankPlus Wealth Management
TSLA icon

BankPlus Wealth Management’s Tesla TSLA Stock Holding History

BankPlus Wealth Management’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$269K Sell
758
-177
-19% -$63.3K 0.12% 103
2026
Q2 		$393K Sell
935
-11
-1% -$4.38K 0.18% 84
2026
Q1 		$352K Buy
946
+65
+7% +$26.8K 0.18% 89
2025
Q4 		$396K Sell
881
-1
-0.1% -$443 0.22% 85
2025
Q3 		$392K Buy
882
+184
+26% +$63.8K 0.23% 81
2025
Q2 		$222K Buy
+698
New +$210K 0.15% 100
2025
Q1 		– Sell
-737
Closed -$298K – 106
2024
Q4 		$298K Buy
+737
New +$237K 0.22% 85

Other funds holding TSLA

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

BankPlus Wealth Management reduced its Tesla (TSLA) stake by 19% in Q3 2026, selling an estimated $63.3K and leaving 758 shares worth $269K. The position accounts for 0.12% of the portfolio, ranked #103.

BankPlus Wealth Management first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $396K in Q4 2025. 3,292 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • BankPlus Wealth Management held 758 shares of Tesla worth $269K as of Q3 2026.
  • BankPlus Wealth Management sold 177 Tesla shares in Q3 2026, an estimated $63.3K.
  • Tesla made up 0.12% of BankPlus Wealth Management's portfolio in Q3 2026, its #103 holding.
  • BankPlus Wealth Management first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • BankPlus Wealth Management's Tesla position peaked at $396K in Q4 2025.
  • 3,292 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

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