AFCM
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Applied Finance Capital Management’s Equitable Holdings EQH Stock Holding History

Applied Finance Capital Management’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
-8,594
Closed -$319K – 236
2026
Q1 		$319K Buy
8,594
+768
+10% +$32.9K 0.02% 180
2025
Q4 		$373K Buy
7,826
+1,421
+22% +$67.4K 0.03% 176
2025
Q3 		$325K Sell
6,405
-1,335
-17% -$70.7K 0.02% 217
2025
Q2 		$434K Buy
+7,740
New +$398K 0.03% 211

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

Applied Finance Capital Management's EQH Position: Q2 2026 in Review

Applied Finance Capital Management sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 8,594 shares — an estimated $319K sold.

Applied Finance Capital Management first reported a position in EQH in Q2 2025 and held it in 4 quarters. The position peaked at $434K in Q2 2025. 482 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Applied Finance Capital Management reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
  • Applied Finance Capital Management sold 8,594 Equitable Holdings shares in Q2 2026, an estimated $319K.
  • Applied Finance Capital Management first reported a position in Equitable Holdings in Q2 2025 and held it in 4 quarters.
  • Applied Finance Capital Management's Equitable Holdings position peaked at $434K in Q2 2025.
  • 482 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.