Position in EQBK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$781,660
-$4,849 QoQ
Shares Held
17,601
-0.1% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 78.05238338730754.ToString("F0")%
Shared 0.ToString("F0")%
None 21.94761661269246.ToString("F0")%
Common Shares in EQBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $489,898,903 across 118 Banks - Regional names. EQBK ranks #64 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
2,320,896 | $106,505,917 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
322,394 | $67,086,967 | |
| 3 | UMBF |
Umb Financial Corp
|
446,393 | $50,348,666 | |
| 4 | TFC |
Truist Financial Corp
|
721,661 | $33,174,756 | |
| 5 | USB |
US Bancorp De
|
404,649 | $21,045,794 | |
| 6 | FSBC |
Five Star Bancorp
|
466,980 | $17,614,485 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
186,501 | $11,184,464 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
184,540 | $10,633,194 |
All Filings in EQBK
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||