Ameriprise

Ameriprise’s Equity Bancshares EQBK Stock Holding History

Ameriprise’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
2025 Q4	–	Sell	-6,001	Closed	-$244K	–	4113
2025 Q3	$244K	Sell	6,001 -2,926	-33%	-$118K	﹤0.01%	3856
2025 Q2	$364K	Buy	8,927 +769	+9%	+$29.8K	﹤0.01%	3638
2025 Q1	$321K	Buy	+8,158	New	+$342K	﹤0.01%	3655
2021 Q4	–	Sell	-8,300	Closed	-$277K	–	3984
2021 Q3	$277K	Sell	8,300 -14,600	-64%	-$456K	﹤0.01%	3603
2021 Q2	$698K	Hold	22,900	–	–	﹤0.01%	3343
2021 Q1	$627K	Sell	22,900 -7,600	-25%	-$194K	﹤0.01%	3324
2020 Q4	$658K	Sell	30,500 -13,500	-31%	-$263K	﹤0.01%	3248
2020 Q3	$682K	Sell	44,000 -2,889	-6%	-$44.3K	﹤0.01%	3128
2020 Q2	$818K	Sell	46,889 -14,200	-23%	-$235K	﹤0.01%	2997
2020 Q1	$1.05M	Buy	61,089 +14,289	+31%	+$360K	﹤0.01%	2798
2019 Q4	$1.45M	Buy	46,800 +10,200	+28%	+$292K	﹤0.01%	2892
2019 Q3	$981K	Buy	36,600 +8,300	+29%	+$217K	﹤0.01%	3024
2019 Q2	$754K	Buy	+28,300	New	+$755K	﹤0.01%	3171
2018 Q4	–	Sell	-7,600	Closed	-$298K	–	3683
2018 Q3	$298K	Buy	+7,600	New	+$313K	﹤0.01%	3444

Other funds holding EQBK

T. Rowe Price Investment Management

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM

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

Dimensional Fund Advisors

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance)

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