RWM
PLUS icon

Rialto Wealth Management’s ePlus PLUS Stock Holding History

Rialto Wealth Management’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 		$76 Hold
1
– – ﹤0.01% 1682
2025
Q4 		$88 Hold
1
– – ﹤0.01% 1647
2025
Q3 		$72 Hold
1
– – ﹤0.01% 1656
2025
Q2 		$73 Buy
+1
New +$66 ﹤0.01% 1575

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

Rialto Wealth Management's PLUS Position: Q1 2026 in Review

Rialto Wealth Management held its ePlus (PLUS) position steady in Q1 2026 at 1 share worth $76. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

Rialto Wealth Management first reported a position in PLUS in Q2 2025 and has held it in 4 quarters since. The position peaked at $88 in Q4 2025. 281 funds tracked by Wall St. Rank hold PLUS as of Q1 2026.

  • Rialto Wealth Management held 1 share of ePlus worth $76 as of Q1 2026.
  • Rialto Wealth Management left its ePlus share count unchanged in Q1 2026.
  • ePlus made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1682 holding.
  • Rialto Wealth Management first reported a position in ePlus in Q2 2025 and has held it in 4 quarters since.
  • Rialto Wealth Management's ePlus position peaked at $88 in Q4 2025.
  • 281 funds tracked by Wall St. Rank held ePlus as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.