EF
PLUS icon

Empowered Funds’s ePlus PLUS Stock Holding History

Empowered Funds’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 		$903K Sell
10,845
-268
-2% -$22.3K ﹤0.01% 1488
2026
Q1 		$836K Buy
+11,113
New +$911K 0.01% 1473
2025
Q4 		– Sell
-8,016
Closed -$569K – 1677
2025
Q3 		$569K Buy
8,016
+1,088
+16% +$76.7K 0.01% 1357
2025
Q2 		$500K Buy
+6,928
New +$456K 0.01% 1316

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

Empowered Funds's PLUS Position: Q2 2026 in Review

Empowered Funds reduced its ePlus (PLUS) stake by 2.4% in Q2 2026, selling an estimated $22.3K and leaving 10,845 shares worth $903K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

Empowered Funds first reported a position in PLUS in Q2 2025 and has held it in 4 quarters since. 290 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Empowered Funds held 10,845 shares of ePlus worth $903K as of Q2 2026.
  • Empowered Funds sold 268 ePlus shares in Q2 2026, an estimated $22.3K.
  • ePlus made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1488 holding.
  • Empowered Funds first reported a position in ePlus in Q2 2025 and has held it in 4 quarters since.
  • 290 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.