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Alerus Financial’s Equitable Holdings EQH Stock Holding History

Alerus Financial’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 		$73.1K Sell
1,666
-2,051
-55% -$85.7K ﹤0.01% 286
2026
Q1 		$138K Sell
3,717
-29,184
-89% -$1.25M 0.01% 256
2025
Q4 		$1.57M Sell
32,901
-14,489
-31% -$687K 0.08% 112
2025
Q3 		$2.41M Buy
47,390
+144
+0.3% +$7.63K 0.12% 104
2025
Q2 		$2.65M Buy
47,246
+686
+1% +$35.3K 0.19% 94
2025
Q1 		$2.43M Buy
+46,560
New +$2.44M 0.19% 93

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Alerus Financial's EQH Position: Q2 2026 in Review

Alerus Financial reduced its Equitable Holdings (EQH) stake by 55% in Q2 2026, selling an estimated $85.7K and leaving 1,666 shares worth $73.1K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Alerus Financial first reported a position in EQH in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.65M in Q2 2025. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Alerus Financial held 1,666 shares of Equitable Holdings worth $73.1K as of Q2 2026.
  • Alerus Financial sold 2,051 Equitable Holdings shares in Q2 2026, an estimated $85.7K.
  • Equitable Holdings made up ﹤0.01% of Alerus Financial's portfolio in Q2 2026, its #286 holding.
  • Alerus Financial first reported a position in Equitable Holdings in Q1 2025 and has held it in 6 quarters since.
  • Alerus Financial's Equitable Holdings position peaked at $2.65M in Q2 2025.
  • 483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Alerus Financial's 13F filing for Q2 2026, filed 14 Aug 2026.