BIAS
EQH icon

Beacon Investment Advisory Services’s Equitable Holdings EQH Stock Holding History

Beacon Investment Advisory 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 		$24.1K Hold
550
– – ﹤0.01% 519
2026
Q1 		$20.4K Buy
+550
New +$23.6K ﹤0.01% 538

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

Beacon Investment Advisory Services's EQH Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Equitable Holdings (EQH) position steady in Q2 2026 at 550 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Beacon Investment Advisory Services first reported a position in EQH in Q1 2026 and has held it in 2 quarters since. 480 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Beacon Investment Advisory Services held 550 shares of Equitable Holdings worth $24.1K as of Q2 2026.
  • Beacon Investment Advisory Services left its Equitable Holdings share count unchanged in Q2 2026.
  • Equitable Holdings made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #519 holding.
  • Beacon Investment Advisory Services first reported a position in Equitable Holdings in Q1 2026 and has held it in 2 quarters since.
  • 480 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.