BEI
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Benjamin Edwards Inc’s ePlus PLUS Stock Holding History

Benjamin Edwards Inc’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
2025
Q3 		– Sell
-5,368
Closed -$387K – 1329
2025
Q2 		$387K Buy
5,368
+119
+2% +$7.83K ﹤0.01% 926
2025
Q1 		$320K Buy
+5,249
New +$371K ﹤0.01% 916

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Benjamin Edwards Inc's PLUS Position: Q3 2025 in Review

Benjamin Edwards Inc sold out of ePlus (PLUS) in Q3 2025, closing a stake of 5,368 shares — an estimated $387K sold.

Benjamin Edwards Inc first reported a position in PLUS in Q1 2025 and held it in 2 quarters. The position peaked at $387K in Q2 2025. 263 funds tracked by Wall St. Rank hold PLUS as of Q3 2025.

  • Benjamin Edwards Inc reported no remaining ePlus position as of Q3 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 5,368 ePlus shares in Q3 2025, an estimated $387K.
  • Benjamin Edwards Inc first reported a position in ePlus in Q1 2025 and held it in 2 quarters.
  • Benjamin Edwards Inc's ePlus position peaked at $387K in Q2 2025.
  • 263 funds tracked by Wall St. Rank held ePlus as of Q3 2025.

Based on Benjamin Edwards Inc's 13F filing for Q3 2025, filed 23 Oct 2025.