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American Capital Advisory’s Equitable Holdings EQH Stock Holding History

American Capital Advisory’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 		$1.8K Buy
41
+19
+86% +$794 ﹤0.01% 652
2026
Q1 		$817 Buy
22
+20
+1,000% +$857 ﹤0.01% 740
2025
Q4 		$96 Sell
2
-11
-85% -$522 ﹤0.01% 1004
2025
Q3 		$661 Sell
13
-4
-24% -$212 ﹤0.01% 621
2025
Q2 		$954 Buy
+17
New +$874 ﹤0.01% 503

Other funds holding EQH

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

American Capital Advisory's EQH Position: Q2 2026 in Review

American Capital Advisory increased its Equitable Holdings (EQH) stake by 86% in Q2 2026, buying an estimated $794 and bringing the position to 41 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

American Capital Advisory first reported a position in EQH in Q2 2025 and has held it in 5 quarters since. 116 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • American Capital Advisory held 41 shares of Equitable Holdings worth $1.8K as of Q2 2026.
  • American Capital Advisory bought 19 Equitable Holdings shares in Q2 2026, an estimated $794.
  • Equitable Holdings made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #652 holding.
  • American Capital Advisory first reported a position in Equitable Holdings in Q2 2025 and has held it in 5 quarters since.
  • 116 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.