13F Filings History of BankPlus Trust Department

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$382,252,197
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 459 stock holdings with total value $382,252,197 as of Q4 2025. Top holdings included IVV, MSFT, AAPL, JHMM, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 459 $382,252,197 +$12,536,850 -$8,834,023 +$3,702,827 IVV, MSFT, AAPL, JHMM, NVDA 13F-HR 27 Jan 2026, 13:03
Q3 2025 451 $373,512,961 +$21,483,004 -$6,516,341 +$14,966,663 IVV, MSFT, AAPL, NVDA, JHMM 13F-HR 17 Oct 2025, 10:42
Q2 2025 441 $337,794,394 +$24,685,123 -$5,615,145 +$19,069,978 IVV, MSFT, AAPL, NVDA, JHMM 13F-HR 23 Jul 2025, 12:41
Q1 2025 475 $299,673,591 +$11,394,661 -$7,596,523 +$3,798,138 IVV, MSFT, AAPL, JHMM, PGR 13F-HR 01 May 2025, 12:40
Q4 2024 471 $304,783,246 $0 $0 $0 IVV, MSFT, AAPL, NVDA, JHMM 13F-HR 04 Feb 2025, 12:40