VF
PLUS icon

Vest Financial’s ePlus PLUS Stock Holding History

Vest Financial’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 		$5.65M Buy
67,861
+24,565
+57% +$2.04M 0.06% 240
2026
Q1 		$3.26M Buy
43,296
+26,068
+151% +$2.14M 0.04% 289
2025
Q4 		$1.51M Buy
+17,228
New +$1.42M 0.02% 337

Other funds holding PLUS

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Vest Financial's PLUS Position: Q2 2026 in Review

Vest Financial increased its ePlus (PLUS) stake by 57% in Q2 2026, buying an estimated $2.04M and bringing the position to 67,861 shares worth $5.65M. The position accounts for 0.06% of the portfolio, ranked #240.

Vest Financial first reported a position in PLUS in Q4 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Vest Financial held 67,861 shares of ePlus worth $5.65M as of Q2 2026.
  • Vest Financial bought 24,565 ePlus shares in Q2 2026, an estimated $2.04M.
  • ePlus made up 0.06% of Vest Financial's portfolio in Q2 2026, its #240 holding.
  • Vest Financial first reported a position in ePlus in Q4 2025 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.