Winch Advisory Services’s Pluri PLUR Stock Holding History

Winch Advisory Services’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
2026 Q1	$88	Hold	26	–	–	﹤0.01%	503
2025 Q4	$78	Hold	26	–	–	﹤0.01%	496
2025 Q3	$116	Hold	26	–	–	﹤0.01%	495
2025 Q2	$129	Hold	26	–	–	﹤0.01%	485
2025 Q1	$112	Hold	26	–	–	﹤0.01%	485
2024 Q4	$111	Hold	26	–	–	﹤0.01%	531
2024 Q3	$157	Hold	26	–	–	﹤0.01%	446
2024 Q2	$150	Hold	26	–	–	﹤0.01%	436
2024 Q1	$166	Hold	26	–	–	﹤0.01%	429
2023 Q4	$119	Hold	26	–	–	﹤0.01%	428
2023 Q3	$0	Hold	26	–	–	﹤0.01%	447
2023 Q2	$0	Hold	26	–	–	﹤0.01%	438
2023 Q1	$0	Hold	26	–	–	﹤0.01%	434
2022 Q4	$0	Hold	26	–	–	﹤0.01%	427
2022 Q3	$0	Hold	26	–	–	﹤0.01%	430
2022 Q2	$0	Hold	26	–	–	﹤0.01%	468
2022 Q1	$0	Hold	26	–	–	﹤0.01%	484
2021 Q4	$0	Hold	26	–	–	﹤0.01%	499
2021 Q3	$1K	Hold	26	–	–	﹤0.01%	459
2021 Q2	$1K	Hold	26	–	–	﹤0.01%	463
2021 Q1	$1K	Hold	26	–	–	﹤0.01%	434
2020 Q4	$1K	Hold	26	–	–	﹤0.01%	412
2020 Q3	$2K	Buy	+26	New	+$1.99K	﹤0.01%	342

Other funds holding PLUR

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SWP

SIMA Wealth Partners North Chesterfield, Virginia $131M AUM 14.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Winch Advisory Services's PLUR Position: Q1 2026 in Review

Winch Advisory Services held its Pluri (PLUR) position steady in Q1 2026 at 26 shares worth $88. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Winch Advisory Services first reported a position in PLUR in Q3 2020 and has held it in 23 quarters since. The position peaked at $2K in Q3 2020. 14 funds tracked by Wall St. Rank hold PLUR as of Q1 2026.

Winch Advisory Services held 26 shares of Pluri worth $88 as of Q1 2026.
Winch Advisory Services left its Pluri share count unchanged in Q1 2026.
Pluri made up ﹤0.01% of Winch Advisory Services's portfolio in Q1 2026, its #503 holding.
Winch Advisory Services first reported a position in Pluri in Q3 2020 and has held it in 23 quarters since.
Winch Advisory Services's Pluri position peaked at $2K in Q3 2020.
14 funds tracked by Wall St. Rank held Pluri as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.