BMSSC
EQH icon

B. Metzler seel. Sohn & Co’s Equitable Holdings EQH Stock Holding History

B. Metzler seel. Sohn & Co’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 		$1.7M Sell
45,777
-5,631
-11% -$241K 0.02% 426
2025
Q4 		$2.45M Sell
51,408
-8,568
-14% -$406K 0.02% 355
2025
Q3 		$3.05M Hold
59,976
– – 0.03% 297
2025
Q2 		$3.36M Buy
59,976
+12,146
+25% +$625K 0.03% 265
2025
Q1 		$2.49M Sell
47,830
-895
-2% -$46.9K 0.03% 307
2024
Q4 		$2.3M Buy
48,725
+1,751
+4% +$80.9K 0.02% 339
2024
Q3 		$1.97M Buy
46,974
+5,069
+12% +$208K 0.02% 394
2024
Q2 		$1.71M Buy
41,905
+25,024
+148% +$980K 0.02% 407
2024
Q1 		$642K Hold
16,881
– – 0.01% 586
2023
Q4 		$562K Hold
16,881
– – 0.01% 599
2023
Q3 		$479K Sell
16,881
-12,260
-42% -$346K 0.01% 586
2023
Q2 		$791K Buy
29,141
+7,957
+38% +$201K 0.01% 516
2023
Q1 		$538K Sell
21,184
-5,788
-21% -$171K 0.01% 546
2022
Q4 		$774K Sell
26,972
-53,655
-67% -$1.59M 0.01% 477
2022
Q3 		$2.12M Sell
80,627
-919
-1% -$26.1K 0.04% 276
2022
Q2 		$2.13M Buy
81,546
+4,733
+6% +$137K 0.03% 278
2022
Q1 		$2.38M Hold
76,813
– – 0.03% 300
2021
Q4 		$2.52M Buy
76,813
+1,916
+3% +$62.9K 0.03% 289
2021
Q3 		$2.22M Hold
74,897
– – 0.03% 291
2021
Q2 		$2.28M Buy
74,897
+24,552
+49% +$801K 0.03% 274
2021
Q1 		$1.64M Hold
50,345
– – 0.03% 334
2020
Q4 		$1.27M Buy
+50,345
New +$1.18M 0.02% 350

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B. Metzler seel. Sohn & Co's EQH Position: Q1 2026 in Review

B. Metzler seel. Sohn & Co reduced its Equitable Holdings (EQH) stake by 11% in Q1 2026, selling an estimated $241K and leaving 45,777 shares worth $1.7M. The position accounts for 0.02% of the portfolio, ranked #426.

B. Metzler seel. Sohn & Co first reported a position in EQH in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.36M in Q2 2025. 541 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • B. Metzler seel. Sohn & Co held 45,777 shares of Equitable Holdings worth $1.7M as of Q1 2026.
  • B. Metzler seel. Sohn & Co sold 5,631 Equitable Holdings shares in Q1 2026, an estimated $241K.
  • Equitable Holdings made up 0.02% of B. Metzler seel. Sohn & Co's portfolio in Q1 2026, its #426 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Equitable Holdings in Q4 2020 and has held it in 22 quarters since.
  • B. Metzler seel. Sohn & Co's Equitable Holdings position peaked at $3.36M in Q2 2025.
  • 541 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2026, filed 8 May 2026.