Creative Planning
EQBK icon

Creative Planning’s Equity Bancshares EQBK Stock Holding History

Creative Planning’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
Q2 		$5.56M Sell
113,485
-1,696
-1% -$78.3K ﹤0.01% 1325
2026
Q1 		$5.12M Buy
115,181
+3,104
+3% +$141K ﹤0.01% 1180
2025
Q4 		$5M Buy
112,077
+13,524
+14% +$579K ﹤0.01% 1004
2025
Q3 		$4.01M Sell
98,553
-5,626
-5% -$228K ﹤0.01% 1011
2025
Q2 		$4.25M Buy
104,179
+18,533
+22% +$719K ﹤0.01% 839
2025
Q1 		$3.37M Buy
85,646
+6,272
+8% +$263K ﹤0.01% 880
2024
Q4 		$3.37M Sell
79,374
-759
-0.9% -$33.7K ﹤0.01% 839
2024
Q3 		$3.28M Buy
80,133
+3,399
+4% +$132K ﹤0.01% 816
2024
Q2 		$2.7M Sell
76,734
-2,965
-4% -$99.3K ﹤0.01% 861
2024
Q1 		$2.74M Buy
79,699
+13,678
+21% +$447K ﹤0.01% 840
2023
Q4 		$2.24M Buy
66,021
+904
+1% +$24.8K ﹤0.01% 884
2023
Q3 		$1.57M Buy
65,117
+55,912
+607% +$1.4M ﹤0.01% 963
2023
Q2 		$210K Buy
+9,205
New +$215K ﹤0.01% 2180

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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return

Creative Planning's EQBK Position: Q2 2026 in Review

Creative Planning reduced its Equity Bancshares (EQBK) stake by 1.5% in Q2 2026, selling an estimated $78.3K and leaving 113,485 shares worth $5.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Creative Planning first reported a position in EQBK in Q2 2023 and has held it in 13 quarters since. 144 funds tracked by Wall St. Rank hold EQBK as of Q2 2026.

  • Creative Planning held 113,485 shares of Equity Bancshares worth $5.56M as of Q2 2026.
  • Creative Planning sold 1,696 Equity Bancshares shares in Q2 2026, an estimated $78.3K.
  • Equity Bancshares made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1325 holding.
  • Creative Planning first reported a position in Equity Bancshares in Q2 2023 and has held it in 13 quarters since.
  • 144 funds tracked by Wall St. Rank held Equity Bancshares as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.