Bessemer Group
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Bessemer Group’s Equitable Holdings EQH Stock Holding History

Bessemer Group’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 		$106K Sell
2,426
-66,371
-96% -$2.77M ﹤0.01% 1511
2026
Q1 		$2.55M Sell
68,797
-4,213
-6% -$180K ﹤0.01% 757
2025
Q4 		$3.48M Buy
73,010
+66,078
+953% +$3.13M 0.01% 549
2025
Q3 		$352K Buy
6,932
+699
+11% +$37K ﹤0.01% 970
2025
Q2 		$350K Buy
6,233
+5,383
+633% +$277K ﹤0.01% 941
2025
Q1 		$44K Buy
850
+172
+25% +$9K ﹤0.01% 1333
2024
Q4 		$32K Buy
678
+357
+111% +$16.5K ﹤0.01% 1370
2024
Q3 		$14K Buy
321
+118
+58% +$4.84K ﹤0.01% 1577
2024
Q2 		$9K Hold
203
– – ﹤0.01% 1545
2024
Q1 		$8K Buy
203
+163
+408% +$5.54K ﹤0.01% 1592
2023
Q4 		$1K Hold
40
– – ﹤0.01% 2089
2023
Q3 		$1K Sell
40
-770
-95% -$21.7K ﹤0.01% 2070
2023
Q2 		$22K Hold
810
– – ﹤0.01% 1513
2023
Q1 		$21K Sell
810
-631
-44% -$18.6K ﹤0.01% 1371
2022
Q4 		$41K Sell
1,441
-1,330
-48% -$39.4K ﹤0.01% 1184
2022
Q3 		$73K Hold
2,771
– – ﹤0.01% 1094
2022
Q2 		$72K Hold
2,771
– – ﹤0.01% 1067
2022
Q1 		$86K Hold
2,771
– – ﹤0.01% 988
2021
Q4 		$91K Buy
2,771
+2,140
+339% +$70.2K ﹤0.01% 1016
2021
Q3 		$19K Hold
631
– – ﹤0.01% 1239
2021
Q2 		$19K Sell
631
-11,723
-95% -$382K ﹤0.01% 1240
2021
Q1 		$403K Sell
12,354
-26,409
-68% -$761K ﹤0.01% 597
2020
Q4 		$992K Buy
38,763
+21,624
+126% +$506K ﹤0.01% 402
2020
Q3 		$313K Buy
17,139
+630
+4% +$12.7K ﹤0.01% 618
2020
Q2 		$318K Buy
16,509
+290
+2% +$5.18K ﹤0.01% 1064
2020
Q1 		$234K Sell
16,219
-112,000
-87% -$2.45M ﹤0.01% 955
2019
Q4 		$3.18M Sell
128,219
-82,900
-39% -$1.92M 0.01% 445
2019
Q3 		$4.68M Buy
211,119
+196,811
+1,376% +$4.22M 0.02% 311
2019
Q2 		$300K Buy
+14,308
New +$308K ﹤0.01% 988

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

Bessemer Group's EQH Position: Q2 2026 in Review

Bessemer Group reduced its Equitable Holdings (EQH) stake by 96% in Q2 2026, selling an estimated $2.77M and leaving 2,426 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

Bessemer Group first reported a position in EQH in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.68M in Q3 2019. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Bessemer Group held 2,426 shares of Equitable Holdings worth $106K as of Q2 2026.
  • Bessemer Group sold 66,371 Equitable Holdings shares in Q2 2026, an estimated $2.77M.
  • Equitable Holdings made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1511 holding.
  • Bessemer Group first reported a position in Equitable Holdings in Q2 2019 and has held it in 29 quarters since.
  • Bessemer Group's Equitable Holdings position peaked at $4.68M in Q3 2019.
  • 483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.