Massachusetts Financial Services
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Massachusetts Financial Services’s Equity Bancshares EQBK Stock Holding History

Massachusetts Financial Services’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
-40,601
Closed -$1.66M – 890
2024
Q3 		$1.66M Sell
40,601
-984
-2% -$38.4K ﹤0.01% 751
2024
Q2 		$1.46M Buy
41,585
+10,824
+35% +$363K ﹤0.01% 770
2024
Q1 		$1.06M Buy
+30,761
New +$1.01M ﹤0.01% 785

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

Massachusetts Financial Services's EQBK Position: Q4 2024 in Review

Massachusetts Financial Services sold out of Equity Bancshares (EQBK) in Q4 2024, closing a stake of 40,601 shares — an estimated $1.66M sold.

Massachusetts Financial Services first reported a position in EQBK in Q1 2024 and held it in 3 quarters. The position peaked at $1.66M in Q3 2024. 131 funds tracked by Wall St. Rank hold EQBK as of Q4 2024.

  • Massachusetts Financial Services reported no remaining Equity Bancshares position as of Q4 2024 after selling out during the quarter.
  • Massachusetts Financial Services sold 40,601 Equity Bancshares shares in Q4 2024, an estimated $1.66M.
  • Massachusetts Financial Services first reported a position in Equity Bancshares in Q1 2024 and held it in 3 quarters.
  • Massachusetts Financial Services's Equity Bancshares position peaked at $1.66M in Q3 2024.
  • 131 funds tracked by Wall St. Rank held Equity Bancshares as of Q4 2024.

Based on Massachusetts Financial Services's 13F filing for Q4 2024, filed 12 Feb 2025.