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AGF Management’s Equitable Holdings EQH Stock Holding History

AGF Management’s Portfolio EQH Stock Details EQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$326K Sell
8,785
-18,486
-68% -$792K ﹤0.01% 616
2025
Q4 		$1.3M Sell
27,271
-208
-0.8% -$9.86K 0.01% 517
2025
Q3 		$1.4M Buy
27,479
+3,802
+16% +$201K 0.01% 524
2025
Q2 		$1.33M Buy
23,677
+9,400
+66% +$483K 0.01% 510
2025
Q1 		$744K Buy
+14,277
New +$747K ﹤0.01% 565

Other funds holding EQH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AGF Management's EQH Position: Q1 2026 in Review

AGF Management reduced its Equitable Holdings (EQH) stake by 68% in Q1 2026, selling an estimated $792K and leaving 8,785 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

AGF Management first reported a position in EQH in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.4M in Q3 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • AGF Management held 8,785 shares of Equitable Holdings worth $326K as of Q1 2026.
  • AGF Management sold 18,486 Equitable Holdings shares in Q1 2026, an estimated $792K.
  • Equitable Holdings made up ﹤0.01% of AGF Management's portfolio in Q1 2026, its #616 holding.
  • AGF Management first reported a position in Equitable Holdings in Q1 2025 and has held it in 5 quarters since.
  • AGF Management's Equitable Holdings position peaked at $1.4M in Q3 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.