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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
Q2 		– Sell
-4,285
Closed -$322K – 212
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 $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BCS Private Wealth Management's PLUS Position: Q2 2026 in Review

BCS Private Wealth Management sold out of ePlus (PLUS) in Q2 2026, closing a stake of 4,285 shares — an estimated $322K sold.

BCS Private Wealth Management first reported a position in PLUS in Q3 2025 and held it in 3 quarters. The position peaked at $365K in Q4 2025. 290 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • BCS Private Wealth Management reported no remaining ePlus position as of Q2 2026 after selling out during the quarter.
  • BCS Private Wealth Management sold 4,285 ePlus shares in Q2 2026, an estimated $322K.
  • BCS Private Wealth Management first reported a position in ePlus in Q3 2025 and held it in 3 quarters.
  • BCS Private Wealth Management's ePlus position peaked at $365K in Q4 2025.
  • 290 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.