FGP
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Freestone Grove Partners’s ePlus PLUS Stock Holding History

Freestone Grove Partners’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 		$452K Buy
5,431
+683
+14% +$56.8K ﹤0.01% 690
2026
Q1 		$357K Buy
+4,748
New +$389K ﹤0.01% 656

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

Freestone Grove Partners's PLUS Position: Q2 2026 in Review

Freestone Grove Partners increased its ePlus (PLUS) stake by 14% in Q2 2026, buying an estimated $56.8K and bringing the position to 5,431 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Freestone Grove Partners first reported a position in PLUS in Q1 2026 and has held it in 2 quarters since. 290 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Freestone Grove Partners held 5,431 shares of ePlus worth $452K as of Q2 2026.
  • Freestone Grove Partners bought 683 ePlus shares in Q2 2026, an estimated $56.8K.
  • ePlus made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #690 holding.
  • Freestone Grove Partners first reported a position in ePlus in Q1 2026 and has held it in 2 quarters since.
  • 290 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.