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 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

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

BankPlus Wealth Management reduced its Tesla (TSLA) stake by 1.2% in Q2 2026, selling an estimated $4.38K and leaving 935 shares worth $393K. The position accounts for 0.18% of the portfolio, ranked #84.

BankPlus Wealth Management first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $396K in Q4 2025. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

BankPlus Wealth Management held 935 shares of Tesla worth $393K as of Q2 2026.
BankPlus Wealth Management sold 11 Tesla shares in Q2 2026, an estimated $4.38K.
Tesla made up 0.18% of BankPlus Wealth Management's portfolio in Q2 2026, its #84 holding.
BankPlus Wealth Management first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
BankPlus Wealth Management's Tesla position peaked at $396K in Q4 2025.
2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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