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Caliber Wealth Management (Kansas)’s Equity Bancshares EQBK Stock Holding History

Caliber Wealth Management (Kansas)’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
Q3 		– Sell
-8,857
Closed -$361K – 271
2025
Q2 		$361K Hold
8,857
– – 0.04% 215
2025
Q1 		$349K Buy
+8,857
New +$372K 0.05% 187

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCA
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

Caliber Wealth Management (Kansas)'s EQBK Position: Q3 2025 in Review

Caliber Wealth Management (Kansas) sold out of Equity Bancshares (EQBK) in Q3 2025, closing a stake of 8,857 shares — an estimated $361K sold.

Caliber Wealth Management (Kansas) first reported a position in EQBK in Q1 2025 and held it in 2 quarters. The position peaked at $361K in Q2 2025. 129 funds tracked by Wall St. Rank hold EQBK as of Q3 2025.

  • Caliber Wealth Management (Kansas) reported no remaining Equity Bancshares position as of Q3 2025 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 8,857 Equity Bancshares shares in Q3 2025, an estimated $361K.
  • Caliber Wealth Management (Kansas) first reported a position in Equity Bancshares in Q1 2025 and held it in 2 quarters.
  • Caliber Wealth Management (Kansas)'s Equity Bancshares position peaked at $361K in Q2 2025.
  • 129 funds tracked by Wall St. Rank held Equity Bancshares as of Q3 2025.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q3 2025, filed 5 Nov 2025.