BankPlus Wealth Management LLC

Position in BLK — BlackRock, Inc.

CIK 2051117 JACKSON, MS

Position in BLK

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$402,893

+$63,410 QoQ

Shares Held

419

+18.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#1,594

of 2,274 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BankPlus Wealth Management LLC holds $1,374,618 across 4 Asset Management names. BLK ranks #3 (29.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	3,854	$453,500
2	ARCC	Ares Capital Corp	23,335	$432,397
3	BLK	BlackRock, Inc. This page	419	$402,893
4	JPC	Nuveen Preferred & Income Opportunities Fund	10,892	$85,828

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$402,893	419	+18.7%	Shares	Sole	2026-07-20
2026-03-31	$339,483	353	—	Shares	Sole	2026-04-22
No filing history on record for this holder in this stock.