Prospera Financial Services
PLXS icon

Prospera Financial Services’s Plexus PLXS Stock Holding History

Prospera Financial Services’s Portfolio PLXS Stock Details PLXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-874
Closed -$263K – 1597
2026
Q2 		$263K Buy
+874
New +$228K ﹤0.01% 1285

Other funds holding PLXS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Prospera Financial Services's PLXS Position: Q3 2026 in Review

Prospera Financial Services sold out of Plexus (PLXS) in Q3 2026, closing a stake of 874 shares — an estimated $263K sold.

Prospera Financial Services first reported a position in PLXS in Q2 2026 and held it in 1 quarter. The position peaked at $263K in Q2 2026. 202 funds tracked by Wall St. Rank hold PLXS as of Q3 2026.

  • Prospera Financial Services reported no remaining Plexus position as of Q3 2026 after selling out during the quarter.
  • Prospera Financial Services sold 874 Plexus shares in Q3 2026, an estimated $263K.
  • Prospera Financial Services first reported a position in Plexus in Q2 2026 and held it in 1 quarter.
  • Prospera Financial Services's Plexus position peaked at $263K in Q2 2026.
  • 202 funds tracked by Wall St. Rank held Plexus as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.