Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s ePlus PLUS Stock Holding History

Cambridge Investment Research 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 		$403K Buy
4,838
+1,992
+70% +$166K ﹤0.01% 3168
2026
Q1 		$214K Sell
2,846
-4
-0.1% -$328 ﹤0.01% 3624
2025
Q4 		$250K Sell
2,850
-115
-4% -$9.49K ﹤0.01% 3379
2025
Q3 		$211K Hold
2,965
– – ﹤0.01% 3439
2025
Q2 		$214K Buy
+2,965
New +$195K ﹤0.01% 3295
2019
Q1 		– Sell
-18,260
Closed -$650K – 2332
2018
Q4 		$650K Buy
18,260
+1,306
+8% +$52.6K 0.01% 1178
2018
Q3 		$786K Buy
+16,954
New +$846K 0.01% 1172
2018
Q1 		– Sell
-17,250
Closed -$649K – 2216
2017
Q4 		$649K Buy
17,250
+2,452
+17% +$103K 0.01% 1162
2017
Q3 		$684K Sell
14,798
-232
-2% -$9.47K 0.01% 1039
2017
Q2 		$557K Buy
15,030
+4,522
+43% +$164K 0.01% 1134
2017
Q1 		$355K Buy
+10,508
New +$322K 0.01% 1268

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 $3.38T AUM 44.17% 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

Cambridge Investment Research Advisors's PLUS Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its ePlus (PLUS) stake by 70% in Q2 2026, buying an estimated $166K and bringing the position to 4,838 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #3168.

Cambridge Investment Research Advisors first reported a position in PLUS in Q1 2017 and has held it in 11 quarters since. The position peaked at $786K in Q3 2018. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Cambridge Investment Research Advisors held 4,838 shares of ePlus worth $403K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 1,992 ePlus shares in Q2 2026, an estimated $166K.
  • ePlus made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3168 holding.
  • Cambridge Investment Research Advisors first reported a position in ePlus in Q1 2017 and has held it in 11 quarters since.
  • Cambridge Investment Research Advisors's ePlus position peaked at $786K in Q3 2018.
  • 289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.