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Philadelphia Financial Management of San Francisco’s Equity Bancshares EQBK Stock Holding History

Philadelphia Financial Management of San Francisco’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
2025
Q1 		– Sell
-151,869
Closed -$6.44M – 55
2024
Q4 		$6.44M Buy
+151,869
New +$6.75M 0.91% 33

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 $6.73T AUM 46.02% 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 $552B AUM 44.19% 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 $283M AUM 40.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Philadelphia Financial Management of San Francisco's EQBK Position: Q1 2025 in Review

Philadelphia Financial Management of San Francisco sold out of Equity Bancshares (EQBK) in Q1 2025, closing a stake of 151,869 shares — an estimated $6.44M sold.

Philadelphia Financial Management of San Francisco first reported a position in EQBK in Q4 2024 and held it in 1 quarter. The position peaked at $6.44M in Q4 2024. 137 funds tracked by Wall St. Rank hold EQBK as of Q1 2025.

  • Philadelphia Financial Management of San Francisco reported no remaining Equity Bancshares position as of Q1 2025 after selling out during the quarter.
  • Philadelphia Financial Management of San Francisco sold 151,869 Equity Bancshares shares in Q1 2025, an estimated $6.44M.
  • Philadelphia Financial Management of San Francisco first reported a position in Equity Bancshares in Q4 2024 and held it in 1 quarter.
  • Philadelphia Financial Management of San Francisco's Equity Bancshares position peaked at $6.44M in Q4 2024.
  • 137 funds tracked by Wall St. Rank held Equity Bancshares as of Q1 2025.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q1 2025, filed 15 May 2025.