Carson Wealth (CWM LLC)
EQBK icon

Carson Wealth (CWM LLC)’s Equity Bancshares EQBK Stock Holding History

Carson Wealth (CWM LLC)’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 		$142K Sell
3,191
-61
-2% -$2.78K ﹤0.01% 2998
2025
Q4 		$145K Buy
3,252
+547
+20% +$23.4K ﹤0.01% 2801
2025
Q3 		$110K Buy
2,705
+948
+54% +$38.4K ﹤0.01% 2909
2025
Q2 		$72K Sell
1,757
-284
-14% -$11K ﹤0.01% 2990
2025
Q1 		$80K Buy
2,041
+1,545
+311% +$64.8K ﹤0.01% 2604
2024
Q4 		$21K Buy
496
+19
+4% +$844 ﹤0.01% 3401
2024
Q3 		$19K Buy
477
+316
+196% +$12.3K ﹤0.01% 3384
2024
Q2 		$6K Buy
161
+156
+3,120% +$5.22K ﹤0.01% 3764
2024
Q1 		$0 Buy
+5
New +$163 ﹤0.01% 4428

Other funds holding EQBK

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EQBK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Equity Bancshares (EQBK) stake by 1.9% in Q1 2026, selling an estimated $2.78K and leaving 3,191 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #2998.

Carson Wealth (CWM LLC) first reported a position in EQBK in Q1 2024 and has held it in 9 quarters since. The position peaked at $145K in Q4 2025. 139 funds tracked by Wall St. Rank hold EQBK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,191 shares of Equity Bancshares worth $142K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 61 Equity Bancshares shares in Q1 2026, an estimated $2.78K.
  • Equity Bancshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2998 holding.
  • Carson Wealth (CWM LLC) first reported a position in Equity Bancshares in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Equity Bancshares position peaked at $145K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Equity Bancshares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.