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Basswood Capital Management’s Equitable Holdings EQH Stock Holding History

Basswood 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
Q1 		$9.33M Buy
251,510
+66,226
+36% +$2.84M 0.44% 63
2025
Q4 		$8.83M Sell
185,284
-78,905
-30% -$3.74M 0.36% 72
2025
Q3 		$13.4M Buy
264,189
+17,067
+7% +$904K 0.55% 57
2025
Q2 		$13.9M Buy
+247,122
New +$12.7M 0.64% 55

Other funds holding EQH

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Basswood Capital Management's EQH Position: Q1 2026 in Review

Basswood Capital Management increased its Equitable Holdings (EQH) stake by 36% in Q1 2026, buying an estimated $2.84M and bringing the position to 251,510 shares worth $9.33M. The position accounts for 0.44% of the portfolio, ranked #63.

Basswood Capital Management first reported a position in EQH in Q2 2025 and has held it in 4 quarters since. The position peaked at $13.9M in Q2 2025. 540 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Basswood Capital Management held 251,510 shares of Equitable Holdings worth $9.33M as of Q1 2026.
  • Basswood Capital Management bought 66,226 Equitable Holdings shares in Q1 2026, an estimated $2.84M.
  • Equitable Holdings made up 0.44% of Basswood Capital Management's portfolio in Q1 2026, its #63 holding.
  • Basswood Capital Management first reported a position in Equitable Holdings in Q2 2025 and has held it in 4 quarters since.
  • Basswood Capital Management's Equitable Holdings position peaked at $13.9M in Q2 2025.
  • 540 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Basswood Capital Management's 13F filing for Q1 2026, filed 15 May 2026.