EWA
EQBK icon

EverSource Wealth Advisors’s Equity Bancshares EQBK Stock Holding History

EverSource Wealth 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
2026
Q1 		$26.3K Sell
592
-28
-5% -$1.27K ﹤0.01% 2326
2025
Q4 		$27.7K Buy
620
+8
+1% +$342 ﹤0.01% 2171
2025
Q3 		$24.9K Buy
612
+25
+4% +$1.01K ﹤0.01% 2199
2025
Q2 		$23.9K Buy
587
+570
+3,353% +$22.1K ﹤0.01% 2160
2025
Q1 		$670 Buy
17
+5
+42% +$210 ﹤0.01% 3362
2024
Q4 		$509 Buy
+12
New +$533 ﹤0.01% 3195

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