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Bayforest Capital’s Equitable Holdings EQH Stock Holding History

Bayforest Capital’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 		– Sell
-2,272
Closed -$84.3K – 1030
2026
Q1 		$84.3K Buy
+2,272
New +$97.3K 0.09% 414
2025
Q3 		– Sell
-207
Closed -$11.6K – 788
2025
Q2 		$11.6K Sell
207
-6,224
-97% -$320K 0.01% 622
2025
Q1 		$335K Buy
6,431
+5,504
+594% +$288K 0.15% 268
2024
Q4 		$43.7K Buy
+927
New +$42.8K 0.05% 489

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

Bayforest Capital's EQH Position: Q2 2026 in Review

Bayforest Capital sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 2,272 shares — an estimated $84.3K sold.

Bayforest Capital first reported a position in EQH in Q4 2024 and held it in 4 quarters. The position peaked at $335K in Q1 2025. 479 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Bayforest Capital reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
  • Bayforest Capital sold 2,272 Equitable Holdings shares in Q2 2026, an estimated $84.3K.
  • Bayforest Capital first reported a position in Equitable Holdings in Q4 2024 and held it in 4 quarters.
  • Bayforest Capital's Equitable Holdings position peaked at $335K in Q1 2025.
  • 479 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.