BankPlus Wealth Management LLC
All 13F Filings
- Location
- Jackson, MS
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 222,215
- Description
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- Website
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- 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 | 7/17/2026 | 126 | 222,215 | 13F-HR | BankPlus Wealth Management LLC |
| Q1 2026 | 4/21/2026 | 117 | 193,541 | 13F-HR | BankPlus Wealth Management LLC |
| Q4 2025 | 2/4/2026 | 111 | 181,173 | 13F-HR | BankPlus Wealth Management LLC |
| Q3 2025 | 10/30/2025 | 108 | 169,777 | 13F-HR | BankPlus Wealth Management LLC |
| Q2 2025 | 7/16/2025 | 101 | 150,713 | 13F-HR | BankPlus Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 67.62 K | 30.4% | 10.13 K | 0 | 10.13 K |
| ETFs | 154.6 K | 69.6% | 20.25 K | 0 | 20.25 K |
| Debt | 0 | 0.0% | 0 | 1.71 K | -1.71 K |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
222,215
Holdings
126
QoQ value change ($000)
28,674
(14.8%)
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.