Frontier Wealth Management’s Equity Bancshares EQBK Stock Holding History

Frontier Wealth Management’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
2022 Q2	$467K	Buy	16,025 +9	+0.1%	+$282	0.03%	248
2022 Q1	$490K	Buy	16,016 +8	+0%	+$260	0.01%	247
2021 Q4	$543K	Buy	16,008 +8	+0.1%	+$270	0.04%	254
2021 Q3	$534K	Hold	16,000	–	–	0.04%	263
2021 Q2	$488K	Hold	16,000	–	–	0.03%	263
2021 Q1	$438K	Hold	16,000	–	–	0.03%	259
2020 Q4	$345K	Hold	16,000	–	–	0.03%	276
2020 Q3	$248K	Hold	16,000	–	–	0.02%	309
2020 Q2	$279K	Hold	16,000	–	–	0.03%	282
2020 Q1	$276K	Hold	16,000	–	–	0.05%	226
2019 Q4	$494K	Sell	16,000 -500	-3%	-$14.3K	0.08%	184
2019 Q3	$442K	Hold	16,500	–	–	0.07%	200
2019 Q2	$440K	Buy	16,500 +1,000	+6%	+$26.7K	0.06%	210
2019 Q1	$446K	Hold	15,500	–	–	0.06%	232
2018 Q4	$546K	Buy	15,500 +2,000	+15%	+$72.8K	0.08%	196
2018 Q3	$530K	Hold	13,500	–	–	0.05%	219
2018 Q2	$560K	Hold	13,500	–	–	0.08%	204
2018 Q1	$529K	Buy	+13,500	New	+$500K	0.07%	221
2017 Q4	–	Sell	-14,000	Closed	-$498K	–	363
2017 Q3	$498K	Hold	14,000	–	–	0.07%	230
2017 Q2	$429K	Hold	14,000	–	–	0.07%	242
2017 Q1	$445K	Sell	14,000 -9,590	-41%	-$313K	0.07%	240
2016 Q4	$794K	Buy	+23,590	New	+$704K	0.13%	175

Other funds holding EQBK

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Frontier Wealth Management's EQBK Position: Q2 2022 in Review

Frontier Wealth Management increased its Equity Bancshares (EQBK) stake by 0.06% in Q2 2022, buying an estimated $282 and bringing the position to 16,025 shares worth $467K. The position accounts for 0.03% of the portfolio, ranked #248.

Frontier Wealth Management first reported a position in EQBK in Q4 2016 and has held it in 22 quarters since. The position peaked at $794K in Q4 2016. 94 funds tracked by Wall St. Rank hold EQBK as of Q2 2022.

Frontier Wealth Management held 16,025 shares of Equity Bancshares worth $467K as of Q2 2022.
Frontier Wealth Management bought 9 Equity Bancshares shares in Q2 2022, an estimated $282.
Equity Bancshares made up 0.03% of Frontier Wealth Management's portfolio in Q2 2022, its #248 holding.
Frontier Wealth Management first reported a position in Equity Bancshares in Q4 2016 and has held it in 22 quarters since.
Frontier Wealth Management's Equity Bancshares position peaked at $794K in Q4 2016.
94 funds tracked by Wall St. Rank held Equity Bancshares as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.