Bay Harbor Wealth Management’s Equitable Holdings EQH Stock Holding History

Bay Harbor Wealth 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	$1.19K	Hold	27	–	–	﹤0.01%	800
2026 Q1	$1K	Sell	27 -13	-33%	-$557	﹤0.01%	775
2025 Q4	$1.91K	Buy	40 +13	+48%	+$616	﹤0.01%	492
2025 Q3	$1.37K	Buy	27 +5	+23%	+$265	﹤0.01%	441
2025 Q2	$1.23K	Buy	22 +10	+83%	+$514	﹤0.01%	405
2025 Q1	$625	Buy	+12	New	+$628	﹤0.01%	387

Other funds holding EQH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bay Harbor Wealth Management's EQH Position: Q2 2026 in Review

Bay Harbor Wealth Management held its Equitable Holdings (EQH) position steady in Q2 2026 at 27 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Bay Harbor Wealth Management first reported a position in EQH in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.91K in Q4 2025. 479 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Bay Harbor Wealth Management held 27 shares of Equitable Holdings worth $1.19K as of Q2 2026.
Bay Harbor Wealth Management left its Equitable Holdings share count unchanged in Q2 2026.
Equitable Holdings made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #800 holding.
Bay Harbor Wealth Management first reported a position in Equitable Holdings in Q1 2025 and has held it in 6 quarters since.
Bay Harbor Wealth Management's Equitable Holdings position peaked at $1.91K in Q4 2025.
479 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.