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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
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 $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

Alerus Financial's EQH Position: Q1 2026 in Review

Alerus Financial reduced its Equitable Holdings (EQH) stake by 89% in Q1 2026, selling an estimated $1.25M and leaving 3,717 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #256.

Alerus Financial first reported a position in EQH in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.65M in Q2 2025. 540 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Alerus Financial held 3,717 shares of Equitable Holdings worth $138K as of Q1 2026.
  • Alerus Financial sold 29,184 Equitable Holdings shares in Q1 2026, an estimated $1.25M.
  • Equitable Holdings made up 0.01% of Alerus Financial's portfolio in Q1 2026, its #256 holding.
  • Alerus Financial first reported a position in Equitable Holdings in Q1 2025 and has held it in 5 quarters since.
  • Alerus Financial's Equitable Holdings position peaked at $2.65M in Q2 2025.
  • 540 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.