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
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 $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Empowered Funds's PLUS Position: Q1 2026 in Review

Empowered Funds opened a new position in ePlus (PLUS) in Q1 2026: 11,113 shares worth $836K. The stake represents 0.01% of the portfolio and ranks #1473 among its holdings. This is a return to the name: Empowered Funds previously reported a position in PLUS as recently as Q3 2025.

Empowered Funds first reported a position in PLUS in Q2 2025 and has held it in 3 quarters since. 281 funds tracked by Wall St. Rank hold PLUS as of Q1 2026.

  • Empowered Funds held 11,113 shares of ePlus worth $836K as of Q1 2026.
  • ePlus was a new Empowered Funds position in Q1 2026.
  • ePlus made up 0.01% of Empowered Funds's portfolio in Q1 2026, its #1473 holding.
  • Empowered Funds first reported a position in ePlus in Q2 2025 and has held it in 3 quarters since.
  • 281 funds tracked by Wall St. Rank held ePlus as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.