Bank of America
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Bank of America’s Equitable Holdings EQH Stock Holding History

Bank of America’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
2022
Q1 		– Sell
-370,000
Closed -$12.1M – 8392
2021
Q4 		$12.1M Buy
+370,000
New +$12.1M ﹤0.01% 2731

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

Bank of America's EQH Position: Q1 2026 in Review

Bank of America increased its Equitable Holdings (EQH) stake by 16% in Q1 2026, buying an estimated $5.19M and bringing the position to 889,016 shares worth $33M. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

Bank of America first reported a position in EQH in Q2 2018 and has held it in 32 quarters since. The position peaked at $89.3M in Q4 2021. 541 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Bank of America held 889,016 shares of Equitable Holdings worth $33M as of Q1 2026.
  • Bank of America bought 121,261 Equitable Holdings shares in Q1 2026, an estimated $5.19M.
  • Equitable Holdings made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1953 holding.
  • Bank of America first reported a position in Equitable Holdings in Q2 2018 and has held it in 32 quarters since.
  • Bank of America's Equitable Holdings position peaked at $89.3M in Q4 2021.
  • 541 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.