BankPlus Wealth Management LLC
Position in ADP — Automatic Data Processing Inc
CIK 2051117
JACKSON, MS
Position in ADP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$735,227
+$92,569 QoQ
Shares Held
3,283
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#1,294
of 2,277 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BankPlus Wealth Management LLC holds $955,387 across 2 Software - Application names. ADP ranks #1 (77.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
This page
|
3,283 | $735,227 | |
| 2 | UBER |
Uber Technologies, Inc
|
3,051 | $220,160 |
All Filings in ADP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $735,227 | 3,283 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $642,658 | 3,163 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $776,320 | 3,018 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $899,284 | 3,064 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $920,574 | 2,985 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $880,231 | 2,881 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $843,940 | 2,883 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||