Blue Trust Inc
PLBC icon

Blue Trust Inc’s Plumas Bancorp PLBC Stock Holding History

Blue Trust Inc’s Portfolio PLBC Stock Details PLBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-833
Closed -$48.7K – 2718
2026
Q2 		$48.7K Buy
833
+5
+0.6% +$265 ﹤0.01% 1361
2026
Q1 		$40.4K Buy
+828
New +$40.9K ﹤0.01% 1416

Other funds holding PLBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Albert D. Mason Inc
Albert D. Mason Inc Boston, Massachusetts $166M AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Blue Trust Inc's PLBC Position: Q3 2026 in Review

Blue Trust Inc sold out of Plumas Bancorp (PLBC) in Q3 2026, closing a stake of 833 shares — an estimated $48.7K sold.

Blue Trust Inc first reported a position in PLBC in Q1 2026 and held it in 2 quarters. The position peaked at $48.7K in Q2 2026. 38 funds tracked by Wall St. Rank hold PLBC as of Q3 2026.

  • Blue Trust Inc reported no remaining Plumas Bancorp position as of Q3 2026 after selling out during the quarter.
  • Blue Trust Inc sold 833 Plumas Bancorp shares in Q3 2026, an estimated $48.7K.
  • Blue Trust Inc first reported a position in Plumas Bancorp in Q1 2026 and held it in 2 quarters.
  • Blue Trust Inc's Plumas Bancorp position peaked at $48.7K in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Plumas Bancorp as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.