AF
EQH icon

Allworth Financial’s Equitable Holdings EQH Stock Holding History

Allworth 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 		– Sell
-2,062
Closed -$76.5K – 5231
2026
Q1 		$76.5K Buy
+2,062
New +$88.3K ﹤0.01% 2030
2025
Q4 		– Sell
-390
Closed -$19.8K – 5087
2025
Q3 		$19.8K Buy
390
+328
+529% +$17.4K ﹤0.01% 2716
2025
Q2 		$3.48K Hold
62
– – ﹤0.01% 3463
2025
Q1 		$3.1K Buy
62
+7
+13% +$366 ﹤0.01% 3024
2024
Q4 		$2.92K Hold
55
– – ﹤0.01% 3003
2024
Q3 		$2.31K Buy
55
+16
+41% +$656 ﹤0.01% 2905
2024
Q2 		$1.63K Hold
39
– – ﹤0.01% 3009
2024
Q1 		$1.48K Hold
39
– – ﹤0.01% 2938
2023
Q4 		$1.3K Sell
39
-134
-77% -$3.92K ﹤0.01% 2860
2023
Q3 		$4.91K Buy
173
+158
+1,053% +$4.46K ﹤0.01% 2110
2023
Q2 		$408 Sell
15
-564
-97% -$14.3K ﹤0.01% 2932
2023
Q1 		$14.7K Sell
579
-71
-11% -$2.1K ﹤0.01% 1628
2022
Q4 		$18.7K Buy
650
+77
+13% +$2.28K ﹤0.01% 1396
2022
Q3 		$15K Sell
573
-83
-13% -$2.36K ﹤0.01% 1407
2022
Q2 		$17K Sell
656
-241
-27% -$6.99K ﹤0.01% 1300
2022
Q1 		$28K Buy
897
+886
+8,055% +$29.2K ﹤0.01% 1105
2021
Q4 		$0 Buy
+11
New +$361 ﹤0.01% 1986

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

Allworth Financial's EQH Position: Q2 2026 in Review

Allworth Financial sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 2,062 shares — an estimated $76.5K sold.

Allworth Financial first reported a position in EQH in Q4 2021 and held it in 17 quarters. The position peaked at $76.5K in Q1 2026. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Allworth Financial reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 2,062 Equitable Holdings shares in Q2 2026, an estimated $76.5K.
  • Allworth Financial first reported a position in Equitable Holdings in Q4 2021 and held it in 17 quarters.
  • Allworth Financial's Equitable Holdings position peaked at $76.5K in Q1 2026.
  • 483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.