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Denali Advisors’s Equity Bancshares EQBK Stock Holding History

Denali 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
2024
Q2 		– Sell
-13,600
Closed -$467K – 267
2024
Q1 		$467K Buy
13,600
+7,200
+113% +$235K 0.14% 143
2023
Q4 		$217K Buy
6,400
+1,300
+25% +$35.6K 0.07% 218
2023
Q3 		$123K Buy
+5,100
New +$128K 0.04% 260

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
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Denali Advisors's EQBK Position: Q2 2024 in Review

Denali Advisors sold out of Equity Bancshares (EQBK) in Q2 2024, closing a stake of 13,600 shares — an estimated $467K sold.

Denali Advisors first reported a position in EQBK in Q3 2023 and held it in 3 quarters. The position peaked at $467K in Q1 2024. 109 funds tracked by Wall St. Rank hold EQBK as of Q2 2024.

  • Denali Advisors reported no remaining Equity Bancshares position as of Q2 2024 after selling out during the quarter.
  • Denali Advisors sold 13,600 Equity Bancshares shares in Q2 2024, an estimated $467K.
  • Denali Advisors first reported a position in Equity Bancshares in Q3 2023 and held it in 3 quarters.
  • Denali Advisors's Equity Bancshares position peaked at $467K in Q1 2024.
  • 109 funds tracked by Wall St. Rank held Equity Bancshares as of Q2 2024.

Based on Denali Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.