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
Q2 		$4.7K Sell
96
-496
-84% -$22.9K ﹤0.01% 3316
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 $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

EverSource Wealth Advisors's EQBK Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Equity Bancshares (EQBK) stake by 84% in Q2 2026, selling an estimated $22.9K and leaving 96 shares worth $4.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3316.

EverSource Wealth Advisors first reported a position in EQBK in Q4 2024 and has held it in 7 quarters since. The position peaked at $27.7K in Q4 2025. 144 funds tracked by Wall St. Rank hold EQBK as of Q2 2026.

  • EverSource Wealth Advisors held 96 shares of Equity Bancshares worth $4.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 496 Equity Bancshares shares in Q2 2026, an estimated $22.9K.
  • Equity Bancshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3316 holding.
  • EverSource Wealth Advisors first reported a position in Equity Bancshares in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Equity Bancshares position peaked at $27.7K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Equity Bancshares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.