Position in MSFT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,813,983
+$476,958 QoQ
Shares Held
34,352
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.70%
of 13F equity value
Holder Rank
#2,159
of 6,179 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BankPlus Trust Department holds $18,571,110 across 9 Software - Infrastructure names. MSFT ranks #1 (69.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
34,352 | $12,813,983 | |
| 2 | PANW |
Palo Alto Networks Inc
|
8,306 | $2,832,512 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
11,116 | $2,120,766 | |
| 4 | ORCL |
Oracle Corp
|
3,902 | $571,838 | |
| 5 | CRWV |
CoreWeave, Inc.
|
1,134 | $112,878 | |
| 6 | VRSN |
Verisign Inc/Ca
|
238 | $59,871 | |
| 7 | GDDY |
GoDaddy Inc.
|
471 | $39,978 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
150 | $17,500 |
All Filings in MSFT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,813,983 | 34,352 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $12,337,025 | 33,328 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $16,695,046 | 34,521 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $19,070,400 | 36,819 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $16,821,410 | 33,818 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $12,295,523 | 32,754 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $13,861,027 | 32,885 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||