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Three Bearings Fiduciary Advisors’s ePlus PLUS Stock Holding History

Three Bearings Fiduciary Advisors’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 		$2.5K Hold
30
– – ﹤0.01% 197
2026
Q1 		$2.26K Hold
30
– – ﹤0.01% 207
2025
Q4 		$2.58K Buy
+30
New +$2.48K ﹤0.01% 209

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Three Bearings Fiduciary Advisors's PLUS Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its ePlus (PLUS) position steady in Q2 2026 at 30 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #197.

Three Bearings Fiduciary Advisors first reported a position in PLUS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.58K in Q4 2025. 118 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 30 shares of ePlus worth $2.5K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its ePlus share count unchanged in Q2 2026.
  • ePlus made up ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #197 holding.
  • Three Bearings Fiduciary Advisors first reported a position in ePlus in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's ePlus position peaked at $2.58K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.