Position in EW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$239,176
+$31,369 QoQ
Shares Held
2,644
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#958
of 1,315 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026BankPlus Wealth Management LLC holds $467,477 across 2 Medical Devices names. EW ranks #1 (51.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EW |
Edwards Lifesciences Corp
This page
|
2,644 | $239,176 | |
| 2 | ABT |
Abbott Laboratories
|
2,516 | $228,301 |
All Filings in EW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,176 | 2,644 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $207,807 | 2,595 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $206,390 | 2,421 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||