Benson Investment Management Company’s Equitable Holdings EQH Stock Holding History

Benson Investment Management Company’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	–	Sell	-120,375	Closed	-$5.74M	–	22
2025 Q4	$5.74M	Buy	120,375 +16,133	+15%	+$765K	2%	30
2025 Q3	$5.29M	Sell	104,242 -7,660	-7%	-$406K	1.81%	32
2025 Q2	$6.28M	Sell	111,902 -12,205	-10%	-$628K	2.38%	11
2025 Q1	$6.46M	Sell	124,107 -5,118	-4%	-$268K	2.81%	9
2024 Q4	$6.1M	Sell	129,225 -1,275	-1%	-$58.9K	2.53%	10
2024 Q3	$5.48M	Sell	130,500 -114	-0.1%	-$4.68K	2.17%	16
2024 Q2	$5.34M	Sell	130,614 -507	-0.4%	-$19.9K	2.21%	16
2024 Q1	$4.98M	Sell	131,121 -17,824	-12%	-$606K	2.12%	20
2023 Q4	$4.96M	Buy	148,945 +282	+0.2%	+$8.26K	2.54%	8
2023 Q3	$4.22M	Sell	148,663 -204	-0.1%	-$5.76K	2.37%	12
2023 Q2	$4.04M	Buy	+148,867	New	+$3.77M	2.24%	22

Other funds holding EQH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Benson Investment Management Company's EQH Position: Q1 2026 in Review

Benson Investment Management Company sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 120,375 shares — an estimated $5.74M sold.

Benson Investment Management Company first reported a position in EQH in Q2 2023 and held it in 11 quarters. The position peaked at $6.46M in Q1 2025. 540 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

Benson Investment Management Company reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
Benson Investment Management Company sold 120,375 Equitable Holdings shares in Q1 2026, an estimated $5.74M.
Benson Investment Management Company first reported a position in Equitable Holdings in Q2 2023 and held it in 11 quarters.
Benson Investment Management Company's Equitable Holdings position peaked at $6.46M in Q1 2025.
540 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Benson Investment Management Company's 13F filing for Q1 2026, filed 13 Apr 2026.