Bell Investment Advisors’s ePlus PLUS Stock Holding History

Bell Investment Advisors’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	$2.33K	Hold	28	–	–	﹤0.01%	1287
2026 Q1	$2.11K	Hold	28	–	–	﹤0.01%	1318
2025 Q4	$2.46K	Hold	28	–	–	﹤0.01%	1272
2025 Q3	$1.99K	Sell	28 -7	-20%	-$494	﹤0.01%	1334
2025 Q2	$2.52K	Sell	35 -17	-33%	-$1.12K	﹤0.01%	1276
2025 Q1	$3.17K	Buy	52 +8	+18%	+$566	﹤0.01%	1118
2024 Q4	$3.25K	Sell	44 -20	-31%	-$1.75K	﹤0.01%	1135
2024 Q3	$6.29K	Hold	64	–	–	﹤0.01%	815
2024 Q2	$4.72K	Hold	64	–	–	﹤0.01%	951
2024 Q1	$5.03K	Hold	64	–	–	﹤0.01%	916
2023 Q4	$5.11K	Sell	64 -3	-4%	-$200	﹤0.01%	878
2023 Q3	$4.26K	Buy	67 +39	+139%	+$2.41K	﹤0.01%	893
2023 Q2	$1.58K	Sell	28 -16	-36%	-$788	﹤0.01%	1411
2023 Q1	$2.16K	Sell	44 -48	-52%	-$2.44K	﹤0.01%	1222
2022 Q4	$4.07K	Buy	92 +81	+736%	+$3.78K	﹤0.01%	915
2022 Q3	$0	Sell	11 -7	-39%	-$343	﹤0.01%	1903
2022 Q2	$1K	Buy	+18	New	+$1.01K	﹤0.01%	1543

Other funds holding PLUS

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bell Investment Advisors's PLUS Position: Q2 2026 in Review

Bell Investment Advisors held its ePlus (PLUS) position steady in Q2 2026 at 28 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Bell Investment Advisors first reported a position in PLUS in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.29K in Q3 2024. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

Bell Investment Advisors held 28 shares of ePlus worth $2.33K as of Q2 2026.
Bell Investment Advisors left its ePlus share count unchanged in Q2 2026.
ePlus made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1287 holding.
Bell Investment Advisors first reported a position in ePlus in Q2 2022 and has held it in 17 quarters since.
Bell Investment Advisors's ePlus position peaked at $6.29K in Q3 2024.
289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.