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Clearstead Advisors’s Equity Bancshares EQBK Stock Holding History

Clearstead 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 		– Sell
-2
Closed -$90 – 2435
2025
Q4 		$90 Hold
2
– – ﹤0.01% 2528
2025
Q3 		$82 Buy
+2
New +$81 ﹤0.01% 2944

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 $6.73T AUM 46.02% 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
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $1.61T AUM 30.72% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Clearstead Advisors's EQBK Position: Q1 2026 in Review

Clearstead Advisors sold out of Equity Bancshares (EQBK) in Q1 2026, closing a stake of 2 shares — an estimated $90 sold.

Clearstead Advisors first reported a position in EQBK in Q3 2025 and held it in 2 quarters. The position peaked at $90 in Q4 2025. 139 funds tracked by Wall St. Rank hold EQBK as of Q1 2026.

  • Clearstead Advisors reported no remaining Equity Bancshares position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 2 Equity Bancshares shares in Q1 2026, an estimated $90.
  • Clearstead Advisors first reported a position in Equity Bancshares in Q3 2025 and held it in 2 quarters.
  • Clearstead Advisors's Equity Bancshares position peaked at $90 in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Equity Bancshares as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.