Position in INTU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$17,748
-$11,653 QoQ
Shares Held
68
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,562
of 1,740 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BankPlus Trust Department holds $4,500,641 across 10 Software - Application names. INTU ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
13,078 | $2,928,818 | |
| 2 | CRM |
Salesforce, Inc.
|
3,512 | $550,189 | |
| 3 | UBER |
Uber Technologies, Inc
|
6,719 | $484,843 | |
| 4 | FROG |
JFrog Ltd
|
3,499 | $317,989 | |
| 5 | TYL |
Tyler Technologies Inc
|
548 | $160,268 | |
| 6 | PAYX |
Paychex Inc
|
280 | $27,532 | |
| 7 | INTU |
Intuit Inc.
This page
|
68 | $17,748 | |
| 8 | SHOP |
Shopify Inc.
|
90 | $10,276 |
All Filings in INTU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,748 | 68 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $29,401 | 68 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,972,686 | 2,978 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,794,004 | 2,627 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,069,104 | 2,627 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,447,174 | 2,357 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $60,964 | 97 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||