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Phreesia shares owned by BankPlus Trust Department

Quarter-by-quarter ownership of Phreesia (PHR) shares owned by BankPlus Trust Department from 13F filings

Historical chart of BankPlus Trust Department investment in Phreesia

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All positions including Phreesia held by BankPlus Trust Department consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phreesia by BankPlus Trust Department

Quarter filed Position value Share count Share price at filing
2025-09-30 $209k 8.9k 23.52
2025-06-30 $26k 903 28.46
2025-03-31 $23k 903 25.56

More positions owned by BankPlus Trust Department

iShares S&P 500 Index (IVV)
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Apple (AAPL)
NVIDIA Corporation (NVDA)
John Hancock Exchange Traded multifactor mi (JHMM)
Progressive Corporation (PGR)
Abbvie (ABBV)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Trust Series 1 (QQQ)
W.W. Grainger (GWW)
Automatic Data Processing (ADP)
Procter & Gamble Company (PG)
Home Depot (HD)

View all positions for BankPlus Trust Department

Top funds holding Phreesia

Vanguard Group
BlackRock
FMR
Greenhouse Funds L
Capital Research and Management Company - Division 3
Champlain Investment Partners
Nuveen
Ubs Global Asset Management Americas
Franklin Resources
State Street Corporation
Granahan Investment Management
Geode Capital Management
Loomis, Sayles and
Deerfield Management Company
Millennium Management

View all funds holding Phreesia