Position in EQBK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,611,330
+$829,670 QoQ
Shares Held
32,891
+86.9% QoQ
Ownership
0.160%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#47
of 143 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in EQBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $619,782,126 across 129 Banks - Regional names. EQBK ranks #46 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
2,570,708 | $133,908,179 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
323,224 | $79,584,213 | |
| 3 | UMBF |
Umb Financial Corp
|
428,347 | $61,150,817 | |
| 4 | TFC |
Truist Financial Corp
|
680,372 | $33,896,133 | |
| 5 | FSBC |
Five Star Bancorp
|
467,107 | $22,743,439 | |
| 6 | USB |
US Bancorp \De\
|
375,575 | $22,684,730 | |
| 7 | NWG |
NatWest Group plc
|
1,013,954 | $17,876,009 | |
| 8 | MTB |
M&T Bank Corp
|
68,944 | $16,409,361 |
All Filings in EQBK
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,611,330 | 32,891 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $781,660 | 17,601 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $786,509 | 17,615 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,508,423 | 37,062 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,494,096 | 36,620 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,437,627 | 36,488 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,542,136 | 36,354 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,542,606 | 37,735 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,276,140 | 36,254 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,244,159 | 36,199 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,239,553 | 36,565 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $937,333 | 38,942 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $972,159 | 42,676 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,036,382 | 42,527 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $641,769 | 19,644 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $476,954 | 16,097 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $1,224 | 42 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $484 | 15 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,289 | 38 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,168 | 35 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $823 | 27 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $191 | 7 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||