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
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 $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 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