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Steward Partners Investment Advisory’s ePlus PLUS Stock Holding History

Steward Partners Investment Advisory’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 		– Sell
-316
Closed -$23.8K – 4815
2026
Q1 		$23.8K Sell
316
-584
-65% -$47.9K ﹤0.01% 3146
2025
Q4 		$78.9K Sell
900
-719
-44% -$59.3K ﹤0.01% 2428
2025
Q3 		$115K Sell
1,619
-153
-9% -$10.8K ﹤0.01% 2146
2025
Q2 		$128K Sell
1,772
-53
-3% -$3.49K ﹤0.01% 1972
2025
Q1 		$111K Buy
1,825
+1,498
+458% +$106K ﹤0.01% 1953
2024
Q4 		$24.2K Sell
327
-985
-75% -$86K ﹤0.01% 2691
2024
Q3 		$129K Buy
1,312
+107
+9% +$9.41K ﹤0.01% 1752
2024
Q2 		$88.8K Buy
1,205
+144
+14% +$11K ﹤0.01% 1839
2024
Q1 		$83.3K Buy
1,061
+732
+222% +$57K ﹤0.01% 1855
2023
Q4 		$26.3K Buy
329
+13
+4% +$869 ﹤0.01% 2270
2023
Q3 		$20.1K Hold
316
– – ﹤0.01% 2309
2023
Q2 		$17.8K Hold
316
– – ﹤0.01% 2348
2023
Q1 		$15.5K Hold
316
– – ﹤0.01% 2363
2022
Q4 		$14K Hold
316
– – ﹤0.01% 2415
2022
Q3 		$13K Hold
316
– – ﹤0.01% 2423
2022
Q2 		$17K Hold
316
– – ﹤0.01% 2299
2022
Q1 		$18K Hold
316
– – ﹤0.01% 2423
2021
Q4 		$17K Hold
316
– – ﹤0.01% 2396
2021
Q3 		$16K Hold
316
– – ﹤0.01% 2423
2021
Q2 		$14K Hold
316
– – ﹤0.01% 5612
2021
Q1 		$15.7K Sell
316
-66
-17% -$3.13K ﹤0.01% 2580
2020
Q4 		$17K Buy
382
+42
+12% +$1.68K ﹤0.01% 2116
2020
Q3 		$12K Hold
340
– – ﹤0.01% 2073
2020
Q2 		$12K Hold
340
– – ﹤0.01% 1970
2020
Q1 		$10K Hold
340
– – ﹤0.01% 1866
2019
Q4 		$14K Hold
340
– – ﹤0.01% 1896
2019
Q3 		$12K Hold
340
– – ﹤0.01% 1918
2019
Q2 		$11K Buy
+340
New +$14.1K ﹤0.01% 1948

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's PLUS Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of ePlus (PLUS) in Q2 2026, closing a stake of 316 shares — an estimated $23.8K sold.

Steward Partners Investment Advisory first reported a position in PLUS in Q2 2019 and held it in 28 quarters. The position peaked at $129K in Q3 2024. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining ePlus position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 316 ePlus shares in Q2 2026, an estimated $23.8K.
  • Steward Partners Investment Advisory first reported a position in ePlus in Q2 2019 and held it in 28 quarters.
  • Steward Partners Investment Advisory's ePlus position peaked at $129K in Q3 2024.
  • 289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.