Plan Group Financial
EQNR icon

Plan Group Financial’s Equinor EQNR Stock Holding History

Plan Group Financial’s Portfolio EQNR Stock Details EQNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$458K Buy
10,000
+2,000
+25% +$80.7K 0.09% 131
2026
Q2 		$251K Hold
8,000
– – 0.05% 203
2026
Q1 		$338K Buy
+8,000
New +$241K 0.08% 155

Other funds holding EQNR

Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.11B AUM 22.59% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Keating Investment Counselors
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Drum Hill Capital
Drum Hill Capital Westport, Connecticut $121M AUM 37.02% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Plan Group Financial's EQNR Position: Q3 2026 in Review

Plan Group Financial increased its Equinor (EQNR) stake by 25% in Q3 2026, buying an estimated $80.7K and bringing the position to 10,000 shares worth $458K. The position accounts for 0.09% of the portfolio, ranked #131.

Plan Group Financial first reported a position in EQNR in Q1 2026 and has held it in 3 quarters since. 198 funds tracked by Wall St. Rank hold EQNR as of Q3 2026.

  • Plan Group Financial held 10,000 shares of Equinor worth $458K as of Q3 2026.
  • Plan Group Financial bought 2,000 Equinor shares in Q3 2026, an estimated $80.7K.
  • Equinor made up 0.09% of Plan Group Financial's portfolio in Q3 2026, its #131 holding.
  • Plan Group Financial first reported a position in Equinor in Q1 2026 and has held it in 3 quarters since.
  • 198 funds tracked by Wall St. Rank held Equinor as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.