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Coppell Advisory Solutions’s Equity Bancshares EQBK Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-4,163
Closed -$177K – 785
2024
Q4 		$177K Hold
4,163
– – 0.02% 300
2024
Q3 		$169K Hold
4,163
– – 0.02% 313
2024
Q2 		$147K Buy
+4,163
New +$139K 0.02% 312
2023
Q4 		$141K Buy
+4,163
New +$114K 0.03% 309

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
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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coppell Advisory Solutions's EQBK Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Equity Bancshares (EQBK) in Q1 2025, closing a stake of 4,163 shares — an estimated $177K sold.

Coppell Advisory Solutions first reported a position in EQBK in Q4 2023 and held it in 4 quarters. The position peaked at $177K in Q4 2024. 137 funds tracked by Wall St. Rank hold EQBK as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Equity Bancshares position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 4,163 Equity Bancshares shares in Q1 2025, an estimated $177K.
  • Coppell Advisory Solutions first reported a position in Equity Bancshares in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Equity Bancshares position peaked at $177K in Q4 2024.
  • 137 funds tracked by Wall St. Rank held Equity Bancshares as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.