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Sunbelt Securities’s ePlus PLUS Stock Holding History

Sunbelt Securities’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 		$828 Hold
11
– – ﹤0.01% 2145
2025
Q4 		$965 Hold
11
– – ﹤0.01% 2067
2025
Q3 		$781 Buy
+11
New +$776 ﹤0.01% 2116

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

Sunbelt Securities's PLUS Position: Q1 2026 in Review

Sunbelt Securities held its ePlus (PLUS) position steady in Q1 2026 at 11 shares worth $828. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

Sunbelt Securities first reported a position in PLUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $965 in Q4 2025. 281 funds tracked by Wall St. Rank hold PLUS as of Q1 2026.

  • Sunbelt Securities held 11 shares of ePlus worth $828 as of Q1 2026.
  • Sunbelt Securities left its ePlus share count unchanged in Q1 2026.
  • ePlus made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2145 holding.
  • Sunbelt Securities first reported a position in ePlus in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's ePlus position peaked at $965 in Q4 2025.
  • 281 funds tracked by Wall St. Rank held ePlus as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.