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Foundations Investment Advisors’s Equity Bancshares EQBK Stock Holding History

Foundations Investment 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
Q4 		– Sell
-4,963
Closed -$203K – 854
2024
Q3 		$203K Buy
+4,963
New +$193K ﹤0.01% 775

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 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

Foundations Investment Advisors's EQBK Position: Q4 2024 in Review

Foundations Investment Advisors sold out of Equity Bancshares (EQBK) in Q4 2024, closing a stake of 4,963 shares — an estimated $203K sold.

Foundations Investment Advisors first reported a position in EQBK in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 131 funds tracked by Wall St. Rank hold EQBK as of Q4 2024.

  • Foundations Investment Advisors reported no remaining Equity Bancshares position as of Q4 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 4,963 Equity Bancshares shares in Q4 2024, an estimated $203K.
  • Foundations Investment Advisors first reported a position in Equity Bancshares in Q3 2024 and held it in 1 quarter.
  • Foundations Investment Advisors's Equity Bancshares position peaked at $203K in Q3 2024.
  • 131 funds tracked by Wall St. Rank held Equity Bancshares as of Q4 2024.

Based on Foundations Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.