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Bernard Wealth Management’s Equinox Gold EQX Stock Holding History

Bernard Wealth Management’s Portfolio EQX Stock Details EQX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$471K Hold
48,464
– – 0.17% 48
2026
Q1 		$701K Sell
48,464
-1,050
-2% -$16K 0.3% 39
2025
Q4 		$695K Buy
49,514
+180
+0.4% +$2.27K 0.28% 41
2025
Q3 		$554K Buy
49,334
+39,195
+387% +$312K 0.23% 45
2025
Q2 		$58.3K Buy
+10,139
New +$65.9K 0.03% 121

Other funds holding EQX

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Bernard Wealth Management's EQX Position: Q2 2026 in Review

Bernard Wealth Management held its Equinox Gold (EQX) position steady in Q2 2026 at 48,464 shares worth $471K. The position accounts for 0.17% of the portfolio, ranked #48.

Bernard Wealth Management first reported a position in EQX in Q2 2025 and has held it in 5 quarters since. The position peaked at $701K in Q1 2026. 327 funds tracked by Wall St. Rank hold EQX as of Q2 2026.

  • Bernard Wealth Management held 48,464 shares of Equinox Gold worth $471K as of Q2 2026.
  • Bernard Wealth Management left its Equinox Gold share count unchanged in Q2 2026.
  • Equinox Gold made up 0.17% of Bernard Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Bernard Wealth Management first reported a position in Equinox Gold in Q2 2025 and has held it in 5 quarters since.
  • Bernard Wealth Management's Equinox Gold position peaked at $701K in Q1 2026.
  • 327 funds tracked by Wall St. Rank held Equinox Gold as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.