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Root Financial Partners’s Equity Bancshares EQBK Stock Holding History

Root Financial Partners’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
-26
Closed -$1.16K – 1257
2026
Q1 		$1.16K Buy
+26
New +$1.18K ﹤0.01% 2553

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FCM
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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

Root Financial Partners's EQBK Position: Q2 2026 in Review

Root Financial Partners sold out of Equity Bancshares (EQBK) in Q2 2026, closing a stake of 26 shares — an estimated $1.16K sold.

Root Financial Partners first reported a position in EQBK in Q1 2026 and held it in 1 quarter. The position peaked at $1.16K in Q1 2026. 143 funds tracked by Wall St. Rank hold EQBK as of Q2 2026.

  • Root Financial Partners reported no remaining Equity Bancshares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 26 Equity Bancshares shares in Q2 2026, an estimated $1.16K.
  • Root Financial Partners first reported a position in Equity Bancshares in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Equity Bancshares position peaked at $1.16K in Q1 2026.
  • 143 funds tracked by Wall St. Rank held Equity Bancshares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.