True Wealth Design’s Equity Bancshares EQBK Stock Holding History

True Wealth Design’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	$4.26K	Buy	87 +4	+5%	+$185	﹤0.01%	1396
2026 Q1	$3.69K	Hold	83	–	–	﹤0.01%	1321
2025 Q4	$3.71K	Buy	83 +1	+1%	+$43	﹤0.01%	1212
2025 Q3	$3.34K	Buy	82 +31	+61%	+$1.25K	﹤0.01%	1263
2025 Q2	$2.08K	Buy	+51	New	+$1.98K	﹤0.01%	1167

Other funds holding EQBK

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

True Wealth Design's EQBK Position: Q2 2026 in Review

True Wealth Design increased its Equity Bancshares (EQBK) stake by 4.8% in Q2 2026, buying an estimated $185 and bringing the position to 87 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

True Wealth Design first reported a position in EQBK in Q2 2025 and has held it in 5 quarters since. 144 funds tracked by Wall St. Rank hold EQBK as of Q2 2026.

True Wealth Design held 87 shares of Equity Bancshares worth $4.26K as of Q2 2026.
True Wealth Design bought 4 Equity Bancshares shares in Q2 2026, an estimated $185.
Equity Bancshares made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1396 holding.
True Wealth Design first reported a position in Equity Bancshares in Q2 2025 and has held it in 5 quarters since.
144 funds tracked by Wall St. Rank held Equity Bancshares as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.