Creative Financial Designs’s Equity Bancshares EQBK Stock Holding History

Creative Financial Designs’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	-1,000	Closed	-$42.4K	–	2069
2024 Q4	$42.4K	Hold	1,000	–	–	﹤0.01%	838
2024 Q3	$40.9K	Hold	1,000	–	–	﹤0.01%	841
2024 Q2	$35.2K	Hold	1,000	–	–	﹤0.01%	855
2024 Q1	$34.4K	Hold	1,000	–	–	﹤0.01%	831
2023 Q4	$33.9K	Hold	1,000	–	–	﹤0.01%	774
2023 Q3	$24.1K	Hold	1,000	–	–	﹤0.01%	813
2023 Q2	$22.8K	Hold	1,000	–	–	﹤0.01%	823
2023 Q1	$24.4K	Hold	1,000	–	–	﹤0.01%	764
2022 Q4	$32.7K	Hold	1,000	–	–	﹤0.01%	646
2022 Q3	$30K	Hold	1,000	–	–	﹤0.01%	643
2022 Q2	$29K	Hold	1,000	–	–	﹤0.01%	649
2022 Q1	$32K	Hold	1,000	–	–	﹤0.01%	657
2021 Q4	$34K	Hold	1,000	–	–	0.01%	641
2021 Q3	$33K	Hold	1,000	–	–	0.01%	715
2021 Q2	$30K	Hold	1,000	–	–	0.01%	741
2021 Q1	$27K	Hold	1,000	–	–	0.01%	708
2020 Q4	$22K	Hold	1,000	–	–	﹤0.01%	695
2020 Q3	$16K	Hold	1,000	–	–	﹤0.01%	704
2020 Q2	$17K	Hold	1,000	–	–	0.01%	639
2020 Q1	$17K	Hold	1,000	–	–	0.01%	307
2019 Q4	$30K	Hold	1,000	–	–	0.01%	292
2019 Q3	$26K	Hold	1,000	–	–	0.01%	305
2019 Q2	$28K	Hold	1,000	–	–	0.02%	279
2019 Q1	$29K	Buy	+1,000	New	+$32.6K	0.02%	264
2018 Q3	–	Sell	-1,000	Closed	-$41K	–	761
2018 Q2	$41K	Hold	1,000	–	–	0.02%	257
2018 Q1	$39K	Hold	1,000	–	–	0.03%	246
2017 Q4	$35K	Hold	1,000	–	–	0.02%	249
2017 Q3	$36K	Hold	1,000	–	–	0.02%	267
2017 Q2	$31K	Hold	1,000	–	–	0.02%	277
2017 Q1	$32K	Buy	+1,000	New	+$32.7K	0.02%	270

Other funds holding EQBK

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Creative Financial Designs's EQBK Position: Q1 2025 in Review

Creative Financial Designs sold out of Equity Bancshares (EQBK) in Q1 2025, closing a stake of 1,000 shares — an estimated $42.4K sold.

Creative Financial Designs first reported a position in EQBK in Q1 2017 and held it in 30 quarters. The position peaked at $42.4K in Q4 2024. 137 funds tracked by Wall St. Rank hold EQBK as of Q1 2025.

Creative Financial Designs reported no remaining Equity Bancshares position as of Q1 2025 after selling out during the quarter.
Creative Financial Designs sold 1,000 Equity Bancshares shares in Q1 2025, an estimated $42.4K.
Creative Financial Designs first reported a position in Equity Bancshares in Q1 2017 and held it in 30 quarters.
Creative Financial Designs's Equity Bancshares position peaked at $42.4K in Q4 2024.
137 funds tracked by Wall St. Rank held Equity Bancshares as of Q1 2025.

Based on Creative Financial Designs's 13F filing for Q1 2025, filed 23 Apr 2025.