Alerus Financial
EQH icon

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
Q3 		$58.9K Sell
1,149
-517
-31% -$26K ﹤0.01% 322
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Thornburg Investment Management
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 21.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Alerus Financial's EQH Position: Q3 2026 in Review

Alerus Financial reduced its Equitable Holdings (EQH) stake by 31% in Q3 2026, selling an estimated $26K and leaving 1,149 shares worth $58.9K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Alerus Financial first reported a position in EQH in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.65M in Q2 2025. 431 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

  • Alerus Financial held 1,149 shares of Equitable Holdings worth $58.9K as of Q3 2026.
  • Alerus Financial sold 517 Equitable Holdings shares in Q3 2026, an estimated $26K.
  • Equitable Holdings made up ﹤0.01% of Alerus Financial's portfolio in Q3 2026, its #322 holding.
  • Alerus Financial first reported a position in Equitable Holdings in Q1 2025 and has held it in 7 quarters since.
  • Alerus Financial's Equitable Holdings position peaked at $2.65M in Q2 2025.
  • 431 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on Alerus Financial's 13F filing for Q3 2026, filed 9 Nov 2026.