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Physician Wealth Advisors’s Equity Bancshares EQBK Stock Holding History

Physician 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 		– Sell
-12
Closed -$533 – 2370
2026
Q1 		$533 Hold
12
– – ﹤0.01% 1902
2025
Q4 		$536 Buy
+12
New +$513 ﹤0.01% 1848

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

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

Physician Wealth Advisors sold out of Equity Bancshares (EQBK) in Q2 2026, closing a stake of 12 shares — an estimated $533 sold.

Physician Wealth Advisors first reported a position in EQBK in Q4 2025 and held it in 2 quarters. The position peaked at $536 in Q4 2025. 144 funds tracked by Wall St. Rank hold EQBK as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Equity Bancshares position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 12 Equity Bancshares shares in Q2 2026, an estimated $533.
  • Physician Wealth Advisors first reported a position in Equity Bancshares in Q4 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's Equity Bancshares position peaked at $536 in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Equity Bancshares as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.