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AMG National Trust Bank’s Equitable Holdings EQH Stock Holding History

AMG National Trust Bank’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
2025
Q2 		– Sell
-16,266
Closed -$847K – 456
2025
Q1 		$847K Sell
16,266
-10,245
-39% -$536K 0.02% 307
2024
Q4 		$1.25M Buy
26,511
+172
+0.7% +$7.94K 0.03% 253
2024
Q3 		$1.11M Sell
26,339
-16,298
-38% -$669K 0.03% 279
2024
Q2 		$1.74M Sell
42,637
-103
-0.2% -$4.04K 0.05% 214
2024
Q1 		$1.62M Buy
42,740
+21
+0% +$714 0.05% 215
2023
Q4 		$1.42M Sell
42,719
-415
-1% -$12.1K 0.04% 228
2023
Q3 		$1.22M Buy
43,134
+6,111
+17% +$173K 0.04% 243
2023
Q2 		$1.01M Sell
37,023
-348
-0.9% -$8.81K 0.03% 273
2023
Q1 		$949K Buy
37,371
+3,132
+9% +$92.4K 0.03% 294
2022
Q4 		$983K Buy
34,239
+375
+1% +$11.1K 0.04% 269
2022
Q3 		$892K Buy
33,864
+225
+0.7% +$6.39K 0.03% 275
2022
Q2 		$877K Sell
33,639
-538
-2% -$15.6K 0.03% 276
2022
Q1 		$1.06M Sell
34,177
-204
-0.6% -$6.72K 0.03% 256
2021
Q4 		$1.13M Hold
34,381
– – 0.03% 261
2021
Q3 		$1.02M Buy
34,381
+426
+1% +$12.9K 0.03% 272
2021
Q2 		$1.03M Buy
33,955
+64
+0.2% +$2.09K 0.03% 276
2021
Q1 		$1.11M Buy
33,891
+579
+2% +$16.7K 0.04% 255
2020
Q4 		$852K Sell
33,312
-1,189
-3% -$27.8K 0.03% 278
2020
Q3 		$629K Sell
34,501
-556
-2% -$11.2K 0.03% 291
2020
Q2 		$676K Buy
+35,057
New +$626K 0.03% 279

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AMG National Trust Bank's EQH Position: Q2 2025 in Review

AMG National Trust Bank sold out of Equitable Holdings (EQH) in Q2 2025, closing a stake of 16,266 shares — an estimated $847K sold.

AMG National Trust Bank first reported a position in EQH in Q2 2020 and held it in 20 quarters. The position peaked at $1.74M in Q2 2024. 582 funds tracked by Wall St. Rank hold EQH as of Q2 2025.

  • AMG National Trust Bank reported no remaining Equitable Holdings position as of Q2 2025 after selling out during the quarter.
  • AMG National Trust Bank sold 16,266 Equitable Holdings shares in Q2 2025, an estimated $847K.
  • AMG National Trust Bank first reported a position in Equitable Holdings in Q2 2020 and held it in 20 quarters.
  • AMG National Trust Bank's Equitable Holdings position peaked at $1.74M in Q2 2024.
  • 582 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2025.

Based on AMG National Trust Bank's 13F filing for Q2 2025, filed 4 Aug 2025.