Position in DGX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$545,559
+$50,906 QoQ
Shares Held
2,574
+2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#611
of 1,090 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DGX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026BankPlus Wealth Management LLC holds $1,060,385 across 3 Diagnostics & Research names. DGX ranks #1 (51.4% of the industry book) .
All Filings in DGX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $545,559 | 2,574 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $494,653 | 2,524 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $441,807 | 2,546 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $498,747 | 2,617 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $442,787 | 2,465 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $407,772 | 2,410 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $354,671 | 2,351 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||