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BigSur Wealth Management’s EquipmentShare.com Inc EQPT Stock Holding History

BigSur Wealth Management’s Portfolio EQPT Stock Details EQPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$434K Buy
+25,000
New +$463K 0.1% 130

Other funds holding EQPT

AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BigSur Wealth Management's EQPT Position: Q3 2026 in Review

BigSur Wealth Management opened a new position in EquipmentShare.com Inc (EQPT) in Q3 2026: 25,000 shares worth $434K. The stake represents 0.1% of the portfolio and ranks #130 among its holdings.

4 funds tracked by Wall St. Rank hold EQPT as of Q3 2026.

  • BigSur Wealth Management held 25,000 shares of EquipmentShare.com Inc worth $434K as of Q3 2026.
  • EquipmentShare.com Inc was a new BigSur Wealth Management position in Q3 2026.
  • EquipmentShare.com Inc made up 0.1% of BigSur Wealth Management's portfolio in Q3 2026, its #130 holding.
  • 4 funds tracked by Wall St. Rank held EquipmentShare.com Inc as of Q3 2026.

Based on BigSur Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.