UBS AM
EQBK icon

UBS AM’s Equity Bancshares EQBK Stock Holding History

UBS AM’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
Q1 		$933K Buy
21,008
+871
+4% +$39.6K ﹤0.01% 2365
2025
Q4 		$899K Buy
20,137
+179
+0.9% +$7.66K ﹤0.01% 2178
2025
Q3 		$812K Sell
19,958
-18,404
-48% -$745K ﹤0.01% 2077
2025
Q2 		$1.57M Buy
38,362
+8,278
+28% +$321K ﹤0.01% 2248
2025
Q1 		$1.19M Buy
30,084
+8,311
+38% +$349K ﹤0.01% 2233
2024
Q4 		$924K Buy
21,773
+4,554
+26% +$202K ﹤0.01% 2398
2024
Q3 		$704K Sell
17,219
-273
-2% -$10.6K ﹤0.01% 2534
2024
Q2 		$616K Buy
+17,492
New +$586K ﹤0.01% 2570
2023
Q1 		– Sell
-8,100
Closed -$265K – 2687
2022
Q4 		$265K Buy
+8,100
New +$280K ﹤0.01% 2365
2020
Q1 		– Sell
-9,500
Closed -$293K – 2482
2019
Q4 		$293K Hold
9,500
– – ﹤0.01% 2373
2019
Q3 		$255K Hold
9,500
– – ﹤0.01% 2503
2019
Q2 		$253K Hold
9,500
– – ﹤0.01% 2465
2019
Q1 		$274K Hold
9,500
– – ﹤0.01% 2353
2018
Q4 		$335K Buy
+9,500
New +$346K ﹤0.01% 2161

Other funds holding EQBK

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return