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Simplicity Wealth’s Plumas Bancorp PLBC Stock Holding History

Simplicity Wealth’s Portfolio PLBC Stock Details PLBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$204K Buy
+3,496
New +$185K 0.01% 981

Other funds holding PLBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
ADMI
Albert D. Mason Inc Boston, Massachusetts $176M AUM 40.3% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Simplicity Wealth's PLBC Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Plumas Bancorp (PLBC) in Q2 2026: 3,496 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #981 among its holdings.

33 funds tracked by Wall St. Rank hold PLBC as of Q2 2026.

  • Simplicity Wealth held 3,496 shares of Plumas Bancorp worth $204K as of Q2 2026.
  • Plumas Bancorp was a new Simplicity Wealth position in Q2 2026.
  • Plumas Bancorp made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #981 holding.
  • 33 funds tracked by Wall St. Rank held Plumas Bancorp as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.