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CAPTRUST Financial Advisors’s
Equity Bancshares
EQBK
Stock Holding History
CAPTRUST Financial Advisors’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
2026
Q1
$782K
Sell
17,601
-14
-0.1%
-$637
﹤0.01%
1736
2025
Q4
$787K
Sell
17,615
-19,447
-52%
-$832K
﹤0.01%
1638
2025
Q3
$1.51M
Buy
37,062
+442
+1%
+$17.9K
﹤0.01%
1189
2025
Q2
$1.49M
Buy
36,620
+132
+0.4%
+$5.12K
﹤0.01%
1121
2025
Q1
$1.44M
Buy
36,488
+134
+0.4%
+$5.62K
﹤0.01%
1087
2024
Q4
$1.54M
Sell
36,354
-1,381
-4%
-$61.4K
﹤0.01%
1003
2024
Q3
$1.54M
Buy
37,735
+1,481
+4%
+$57.7K
﹤0.01%
968
2024
Q2
$1.28M
Buy
36,254
+55
+0.2%
+$1.84K
﹤0.01%
1020
2024
Q1
$1.24M
Sell
36,199
-366
-1%
-$12K
﹤0.01%
1008
2023
Q4
$1.24M
Sell
36,565
-2,377
-6%
-$65.1K
﹤0.01%
1148
2023
Q3
$937K
Sell
38,942
-3,734
-9%
-$93.8K
﹤0.01%
1244
2023
Q2
$972K
Buy
42,676
+149
+0.4%
+$3.49K
﹤0.01%
1225
2023
Q1
$1.04M
Buy
42,527
+22,883
+116%
+$675K
﹤0.01%
1017
2022
Q4
$642K
Buy
19,644
+3,547
+22%
+$122K
﹤0.01%
1204
2022
Q3
$477K
Buy
16,097
+16,055
+38,226%
+$496K
﹤0.01%
1272
2022
Q2
$1K
Buy
42
+27
+180%
+$845
﹤0.01%
4665
2022
Q1
$0
Sell
15
-23
-61%
-$748
﹤0.01%
4969
2021
Q4
$1K
Buy
38
+3
+9%
+$101
﹤0.01%
4559
2021
Q3
$1K
Buy
35
+8
+30%
+$250
﹤0.01%
4418
2021
Q2
$1K
Buy
27
+20
+286%
+$612
﹤0.01%
4327
2021
Q1
$0
Buy
+7
New
+$178
﹤0.01%
4396
Other funds holding EQBK
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
PFPGI
Patriot Financial Partners GP II
Radnor, Pennsylvania
$388M AUM
FCM
FJ Capital Management
Mclean, Virginia
$888M AUM
18.97%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
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
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
MCA
Mendon Capital Advisors
Key Largo, Florida
$258M AUM
21.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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