BankPlus Trust Department
All 13F Filings
- Location
- Jackson, MS
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 427,521
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 470 | 427,521 | 13F-HR | BankPlus Trust Department |
| Q1 2026 | 5/11/2026 | 466 | 374,305 | 13F-HR | BankPlus Trust Department |
| Q4 2025 | 1/27/2026 | 459 | 382,252 | 13F-HR | BankPlus Trust Department |
| Q3 2025 | 10/17/2025 | 451 | 373,513 | 13F-HR | BankPlus Trust Department |
| Q2 2025 | 7/23/2025 | 441 | 337,794 | 13F-HR | BankPlus Trust Department |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 269.7 K | 63.1% | 28.76 K | 0 | 28.76 K |
| ETFs | 157.9 K | 36.9% | 24.44 K | 0 | 24.44 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
427,521
Holdings
470
QoQ value change ($000)
53,216
(14.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.