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Bankplus Trust Department - Q4 2025 13F Filings

BA

Bankplus Trust Department

CIK: 0002047270
Address: Mississippi Jackson 1200 Eastover Drive Suite 300
$382.25 M
Portfolio Value
459
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/28/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Sells

Q4 2025

Asset Allocation

Stocks/ETFs
+2.34%
$382.25 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Bankplus Trust Department Q4 2025 Filing Summary

Bankplus Trust Department filed its 13F report for Q4 2025 on January 27, 2026. The portfolio totaled 382.25 M reflecting a +2.34% change from the prior quarter, spanning 459 assets. The top 10 holdings comprised 44.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 23 new positions and 15 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Bankplus Trust Department’s Q4 2025 Filing

Bankplus Trust Department submitted their Form 13F-HR for the Q4 2025 period on 01/27/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Bankplus Trust Department reported a managed portfolio value of 382.25 M, consisting of 502 individual positions.

This page displays the raw filing documents. To see which stocks Bankplus Trust Department bought or sold during Q4 2025, please visit Bankplus Trust Department's Portfolio Analysis page.