BankPlus Trust Department quarter change: Foreign Bonds: Other Debt, Reduced
In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, BankPlus Trust Department opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2047270): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-07-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Straight Path Wealth Management | United States | $0.374B | 129 |
| Keystone Financial Planning, Inc. | United States | $0.374B | 40 |
| RIT CAPITAL PARTNERS PLC | United Kingdom | $0.374B | 12 |
| Prism Advisors, Inc. | United States | $0.375B | 75 |
| Able Wealth Management LLC | United States | $0.374B | 138 |
| CIM INVESTMENT MANAGEMENT INC | United States | $0.375B | 251 |
| Helix Partners Management LP | United States | $0.374B | 13 |
| Compass Advisory Group LLC | United States | $0.374B | 86 |
| Once Capital Management, LLC | United States | $0.374B | 22 |
| West Branch Capital LLC | United States | $0.373B | 378 |