Shufro Rose & Co’s Equus Total Return EQS Stock Holding History

Shufro Rose & Co’s Portfolio EQS Stock Details EQS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$57.6K	Hold	31,287	–	–	﹤0.01%	303
2025 Q4	$44.3K	Sell	31,287 -28,713	-48%	-$53.9K	﹤0.01%	296
2025 Q3	$60.6K	Hold	60,000	–	–	﹤0.01%	309
2025 Q2	$60.6K	Hold	60,000	–	–	﹤0.01%	305
2025 Q1	$60.6K	Hold	60,000	–	–	﹤0.01%	307
2024 Q4	$66K	Hold	60,000	–	–	0.01%	291
2024 Q3	$79.2K	Hold	60,000	–	–	0.01%	302
2024 Q2	$79.2K	Hold	60,000	–	–	0.01%	302
2024 Q1	$87.6K	Sell	60,000 -17,735	-23%	-$26.5K	0.01%	299
2023 Q4	$115K	Hold	77,735	–	–	0.01%	287
2023 Q3	$115K	Hold	77,735	–	–	0.01%	288
2023 Q2	$113K	Hold	77,735	–	–	0.01%	295
2023 Q1	$121K	Hold	77,735	–	–	0.01%	289
2022 Q4	$111K	Hold	77,735	–	–	0.01%	306
2022 Q3	$127K	Sell	77,735 -8,149	-9%	-$16.7K	0.01%	293
2022 Q2	$224K	Hold	85,884	–	–	0.02%	262
2022 Q1	$221K	Buy	85,884 +68,149	+384%	+$171K	0.02%	273
2021 Q4	$42K	Hold	17,735	–	–	﹤0.01%	308
2021 Q3	$41K	Hold	17,735	–	–	﹤0.01%	295
2021 Q2	$35K	Hold	17,735	–	–	﹤0.01%	299
2021 Q1	$35K	Hold	17,735	–	–	﹤0.01%	306
2020 Q4	$38K	Hold	17,735	–	–	﹤0.01%	286
2020 Q3	$21K	Hold	17,735	–	–	﹤0.01%	282
2020 Q2	$21K	Hold	17,735	–	–	﹤0.01%	285
2020 Q1	$17K	Hold	17,735	–	–	﹤0.01%	289
2019 Q4	$32K	Hold	17,735	–	–	﹤0.01%	310
2019 Q3	$29K	Hold	17,735	–	–	﹤0.01%	319
2019 Q2	$29K	Hold	17,735	–	–	﹤0.01%	301
2019 Q1	$34K	Hold	17,735	–	–	﹤0.01%	293
2018 Q4	$35K	Hold	17,735	–	–	﹤0.01%	289
2018 Q3	$35K	Hold	17,735	–	–	﹤0.01%	291
2018 Q2	$42K	Hold	17,735	–	–	﹤0.01%	292
2018 Q1	$42K	Hold	17,735	–	–	﹤0.01%	297
2017 Q4	$43K	Hold	17,735	–	–	﹤0.01%	283
2017 Q3	$43K	Hold	17,735	–	–	﹤0.01%	284
2017 Q2	$42K	Hold	17,735	–	–	﹤0.01%	263
2017 Q1	$44K	Hold	17,735	–	–	﹤0.01%	268
2016 Q4	$36K	Hold	17,735	–	–	﹤0.01%	260
2016 Q3	$33K	Hold	17,735	–	–	﹤0.01%	264
2016 Q2	$32K	Hold	17,735	–	–	﹤0.01%	264
2016 Q1	$28K	Hold	17,735	–	–	﹤0.01%	271
2015 Q4	$31K	Hold	17,735	–	–	﹤0.01%	256
2015 Q3	$31K	Hold	17,735	–	–	﹤0.01%	256
2015 Q2	$33K	Hold	17,735	–	–	﹤0.01%	255
2015 Q1	$34K	Hold	17,735	–	–	﹤0.01%	258
2014 Q4	$37K	Hold	17,735	–	–	﹤0.01%	259
2014 Q3	$39K	Hold	17,735	–	–	﹤0.01%	263
2014 Q2	$43K	Hold	17,735	–	–	﹤0.01%	258
2014 Q1	$34K	Hold	17,735	–	–	﹤0.01%	257
2013 Q4	$35K	Sell	17,735 -1,502	-8%	-$2.83K	﹤0.01%	260
2013 Q3	$36K	Hold	19,237	–	–	﹤0.01%	247
2013 Q2	$36K	Buy	+19,237	New	+$39.9K	﹤0.01%	256

Other funds holding EQS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MCA

MSH Capital Advisors Scottsdale, Arizona $472M AUM 16.23% 1-Year Est. Return

SDWIA

Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Shufro Rose & Co's EQS Position: Q1 2026 in Review

Shufro Rose & Co held its Equus Total Return (EQS) position steady in Q1 2026 at 31,287 shares worth $57.6K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Shufro Rose & Co first reported a position in EQS in Q2 2013 and has held it in 52 quarters since. The position peaked at $224K in Q2 2022. 8 funds tracked by Wall St. Rank hold EQS as of Q1 2026.

Shufro Rose & Co held 31,287 shares of Equus Total Return worth $57.6K as of Q1 2026.
Shufro Rose & Co left its Equus Total Return share count unchanged in Q1 2026.
Equus Total Return made up ﹤0.01% of Shufro Rose & Co's portfolio in Q1 2026, its #303 holding.
Shufro Rose & Co first reported a position in Equus Total Return in Q2 2013 and has held it in 52 quarters since.
Shufro Rose & Co's Equus Total Return position peaked at $224K in Q2 2022.
8 funds tracked by Wall St. Rank held Equus Total Return as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.