BankPlus Trust Department

13F Filings History

Latest 13F report: Q2 2025 - Jul 23, 2025
Value $: $338M
Signature - Title: Paula Spurgeon - Director of Fiduciary Operations
Location: Jackson, MS
Summary: This page shows a list of all the recent 13F filings made by BankPlus Trust Department. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BankPlus Trust Department reported 441 stock holdings with total value $338M as of Q2 2025. Top holdings included IVV, MSFT, AAPL, NVDA, and JHMM.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2025	441	$338M	+$24.7M	-$5.62M	+$19.1M	IVV, MSFT, AAPL, NVDA, JHMM	13F-HR	7/23/2025, 12:41 PM
Q1 2025	475	$300M	+$11.4M	-$7.6M	+$3.8M	IVV, MSFT, AAPL, JHMM, PGR	13F-HR	5/1/2025, 12:40 PM
Q4 2024	471	$305M	$0	$0		IVV, MSFT, AAPL, NVDA, JHMM	13F-HR	2/4/2025, 12:40 PM