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Values First Advisors’s Pluri PLUR Stock Holding History

Values First Advisors’s Portfolio PLUR Stock Details PLUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,907
Closed -$53.3K – 188
2025
Q3 		$53.3K Sell
11,907
-217
-2% -$1.09K 0.03% 166
2025
Q2 		$60K Buy
12,124
+250
+2% +$1.16K 0.03% 171
2025
Q1 		$51.2K Buy
11,874
+206
+2% +$920 0.03% 172
2024
Q4 		$49.9K Sell
11,668
-2,372
-17% -$11.7K 0.03% 198
2024
Q3 		$84.9K Sell
14,040
-245
-2% -$1.36K 0.05% 196
2024
Q2 		$82.6K Buy
14,285
+430
+3% +$2.43K 0.05% 157
2024
Q1 		$89.3K Sell
13,855
-4,838
-26% -$29.7K 0.05% 159
2023
Q4 		$86.7K Buy
18,693
+1,750
+10% +$7.81K 0.05% 155
2023
Q3 		$81.3K Buy
16,943
+10,629
+168% +$59K 0.05% 152
2023
Q2 		$40.5K Buy
6,314
+128
+2% +$907 0.02% 162
2023
Q1 		$50.5K Buy
6,186
+479
+8% +$3.96K 0.03% 191
2022
Q4 		$42.9K Sell
5,707
-334
-6% -$2.18K 0.03% 148
2022
Q3 		$38K Buy
6,041
+188
+3% +$1.5K 0.03% 149
2022
Q2 		$58K Sell
5,853
-333
-5% -$4.1K 0.04% 147
2022
Q1 		$102K Buy
6,186
+917
+17% +$13.2K 0.06% 153
2021
Q4 		$62K Sell
5,269
-878
-14% -$17.4K 0.04% 164
2021
Q3 		$130K Buy
6,147
+205
+3% +$5.25K 0.08% 137
2021
Q2 		$188K Sell
5,942
-115
-2% -$3.81K 0.13% 139
2021
Q1 		$231K Buy
6,057
+51
+0.8% +$2.67K 0.17% 130
2020
Q4 		$340K Sell
6,006
-133
-2% -$9.69K 0.27% 113
2020
Q3 		$517K Buy
6,139
+570
+10% +$43.6K 0.48% 73
2020
Q2 		$394K Sell
5,569
-107
-2% -$6.99K 0.39% 88
2020
Q1 		$167K Buy
5,676
+668
+13% +$20K 0.2% 116
2019
Q4 		$158K Buy
+5,008
New +$144K 0.15% 127

Other funds holding PLUR

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SWP
SIMA Wealth Partners North Chesterfield, Virginia $131M AUM 14.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Values First Advisors's PLUR Position: Q4 2025 in Review

Values First Advisors sold out of Pluri (PLUR) in Q4 2025, closing a stake of 11,907 shares — an estimated $53.3K sold.

Values First Advisors first reported a position in PLUR in Q4 2019 and held it in 24 quarters. The position peaked at $517K in Q3 2020. 15 funds tracked by Wall St. Rank hold PLUR as of Q4 2025.

  • Values First Advisors reported no remaining Pluri position as of Q4 2025 after selling out during the quarter.
  • Values First Advisors sold 11,907 Pluri shares in Q4 2025, an estimated $53.3K.
  • Values First Advisors first reported a position in Pluri in Q4 2019 and held it in 24 quarters.
  • Values First Advisors's Pluri position peaked at $517K in Q3 2020.
  • 15 funds tracked by Wall St. Rank held Pluri as of Q4 2025.

Based on Values First Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.