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Bare Financial Services’s Equitable Holdings EQH Stock Holding History

Bare Financial Services’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 		$8.56K Buy
195
+130
+200% +$5.43K ﹤0.01% 650
2026
Q1 		$2.41K Buy
65
+15
+30% +$643 ﹤0.01% 919
2025
Q4 		$2.38K Buy
50
+20
+67% +$948 ﹤0.01% 802
2025
Q3 		$1.52K Hold
30
– – ﹤0.01% 891
2025
Q2 		$1.68K Buy
30
+13
+76% +$669 ﹤0.01% 773
2025
Q1 		$886 Buy
+17
New +$890 ﹤0.01% 571

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

Bare Financial Services's EQH Position: Q2 2026 in Review

Bare Financial Services increased its Equitable Holdings (EQH) stake by 200% in Q2 2026, buying an estimated $5.43K and bringing the position to 195 shares worth $8.56K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Bare Financial Services first reported a position in EQH in Q1 2025 and has held it in 6 quarters since. 480 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Bare Financial Services held 195 shares of Equitable Holdings worth $8.56K as of Q2 2026.
  • Bare Financial Services bought 130 Equitable Holdings shares in Q2 2026, an estimated $5.43K.
  • Equitable Holdings made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #650 holding.
  • Bare Financial Services first reported a position in Equitable Holdings in Q1 2025 and has held it in 6 quarters since.
  • 480 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.