Adamsbrown Wealth Consultants’s Equity Bancshares EQBK Stock Holding History

Adamsbrown Wealth Consultants’s Portfolio EQBK Stock Details EQBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-9,981	Closed	-$338K	–	84
2023 Q4	$338K	Buy	9,981 +48	+0.5%	+$1.31K	0.15%	55
2023 Q3	$239K	Buy	9,933 +41	+0.4%	+$1.03K	0.12%	68
2023 Q2	$225K	Buy	9,892 +239	+2%	+$5.59K	0.12%	69
2023 Q1	$235K	Buy	9,653 +28	+0.3%	+$825	0.14%	62
2022 Q4	$314K	Buy	9,625 +616	+7%	+$21.3K	0.19%	58
2022 Q3	$267K	Sell	9,009 -5,997	-40%	-$185K	0.2%	63
2022 Q2	$438K	Hold	15,006	–	–	0.34%	46
2022 Q1	$485K	Hold	15,006	–	–	0.38%	45
2021 Q4	$509K	Buy	+15,006	New	+$507K	0.46%	39

Other funds holding EQBK

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MCA

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Adamsbrown Wealth Consultants's EQBK Position: Q1 2024 in Review

Adamsbrown Wealth Consultants sold out of Equity Bancshares (EQBK) in Q1 2024, closing a stake of 9,981 shares — an estimated $338K sold.

Adamsbrown Wealth Consultants first reported a position in EQBK in Q4 2021 and held it in 9 quarters. The position peaked at $509K in Q4 2021. 102 funds tracked by Wall St. Rank hold EQBK as of Q1 2024.

Adamsbrown Wealth Consultants reported no remaining Equity Bancshares position as of Q1 2024 after selling out during the quarter.
Adamsbrown Wealth Consultants sold 9,981 Equity Bancshares shares in Q1 2024, an estimated $338K.
Adamsbrown Wealth Consultants first reported a position in Equity Bancshares in Q4 2021 and held it in 9 quarters.
Adamsbrown Wealth Consultants's Equity Bancshares position peaked at $509K in Q4 2021.
102 funds tracked by Wall St. Rank held Equity Bancshares as of Q1 2024.

Based on Adamsbrown Wealth Consultants's 13F filing for Q1 2024, filed 30 Apr 2024.