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BCS Private Wealth Management’s ePlus PLUS Stock Holding History

BCS Private Wealth Management’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$322K Buy
4,285
+125
+3% +$10.3K 0.1% 143
2025
Q4 		$365K Buy
4,160
+480
+13% +$39.6K 0.12% 124
2025
Q3 		$261K Buy
+3,680
New +$259K 0.09% 144

Other funds holding PLUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

BCS Private Wealth Management's PLUS Position: Q1 2026 in Review

BCS Private Wealth Management increased its ePlus (PLUS) stake by 3% in Q1 2026, buying an estimated $10.3K and bringing the position to 4,285 shares worth $322K. The position accounts for 0.1% of the portfolio, ranked #143.

BCS Private Wealth Management first reported a position in PLUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $365K in Q4 2025. 281 funds tracked by Wall St. Rank hold PLUS as of Q1 2026.

  • BCS Private Wealth Management held 4,285 shares of ePlus worth $322K as of Q1 2026.
  • BCS Private Wealth Management bought 125 ePlus shares in Q1 2026, an estimated $10.3K.
  • ePlus made up 0.1% of BCS Private Wealth Management's portfolio in Q1 2026, its #143 holding.
  • BCS Private Wealth Management first reported a position in ePlus in Q3 2025 and has held it in 3 quarters since.
  • BCS Private Wealth Management's ePlus position peaked at $365K in Q4 2025.
  • 281 funds tracked by Wall St. Rank held ePlus as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.