Albion Financial Group’s Equitable Holdings EQH Stock Holding History

Albion Financial Group’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 Q2	–	Sell	-37	Closed	-$1.37K	–	691
2026 Q1	$1.37K	Buy	+37	New	+$1.58K	﹤0.01%	608
2022 Q3	–	Sell	-21	Closed	-$1K	–	473
2022 Q2	$1K	Hold	21	–	–	﹤0.01%	462
2022 Q1	$1K	Sell	21 -21	-50%	-$692	﹤0.01%	523
2021 Q4	$1K	Buy	+42	New	+$1.38K	﹤0.01%	573

Other funds holding EQH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Albion Financial Group's EQH Position: Q2 2026 in Review

Albion Financial Group sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 37 shares — an estimated $1.37K sold.

Albion Financial Group first reported a position in EQH in Q4 2021 and held it in 4 quarters. The position peaked at $1.37K in Q1 2026. 479 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Albion Financial Group reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
Albion Financial Group sold 37 Equitable Holdings shares in Q2 2026, an estimated $1.37K.
Albion Financial Group first reported a position in Equitable Holdings in Q4 2021 and held it in 4 quarters.
Albion Financial Group's Equitable Holdings position peaked at $1.37K in Q1 2026.
479 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.