BOK Financial’s Equity Bancshares EQBK Stock Holding History

BOK Financial’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 Q4	–	Sell	-631	Closed	-$24.3K	–	1354
2024 Q3	$24.3K	Buy	+631	New	+$24.6K	﹤0.01%	901
2021 Q1	$254K	Sell	9,278 -2,000	-18%	-$50.9K	﹤0.01%	828
2020 Q4	$243K	Hold	11,278	–	–	﹤0.01%	819
2020 Q3	$175K	Hold	11,278	–	–	﹤0.01%	818
2020 Q2	$197K	Hold	11,278	–	–	﹤0.01%	809
2020 Q1	$195K	Hold	11,278	–	–	0.01%	768
2019 Q4	$348K	Sell	11,278 -2,000	-15%	-$57.2K	0.01%	770
2019 Q3	$356K	Hold	13,278	–	–	0.01%	749
2019 Q2	$354K	Hold	13,278	–	–	0.01%	748
2019 Q1	$382K	Sell	13,278 -2,000	-13%	-$65.2K	0.01%	740
2018 Q4	$539K	Sell	15,278 -2,000	-12%	-$72.8K	0.02%	597
2018 Q3	$678K	Hold	17,278	–	–	0.02%	587
2018 Q2	$717K	Buy	+17,278	New	+$698K	0.02%	566

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

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

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

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

MCA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BOK Financial's EQBK Position: Q4 2024 in Review

BOK Financial sold out of Equity Bancshares (EQBK) in Q4 2024, closing a stake of 631 shares — an estimated $24.3K sold.

BOK Financial first reported a position in EQBK in Q2 2018 and held it in 13 quarters. The position peaked at $717K in Q2 2018. 131 funds tracked by Wall St. Rank hold EQBK as of Q4 2024.

BOK Financial reported no remaining Equity Bancshares position as of Q4 2024 after selling out during the quarter.
BOK Financial sold 631 Equity Bancshares shares in Q4 2024, an estimated $24.3K.
BOK Financial first reported a position in Equity Bancshares in Q2 2018 and held it in 13 quarters.
BOK Financial's Equity Bancshares position peaked at $717K in Q2 2018.
131 funds tracked by Wall St. Rank held Equity Bancshares as of Q4 2024.

Based on BOK Financial's 13F filing for Q4 2024, filed 14 Feb 2025.