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Bleakley Financial Group’s Equitable Holdings EQH Stock Holding History

Bleakley Financial 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 		$466K Buy
10,612
+79
+0.8% +$3.3K 0.01% 808
2026
Q1 		$391K Buy
+10,533
New +$451K 0.01% 682
2025
Q1 		– Sell
-7,236
Closed -$341K – 650
2024
Q4 		$341K Sell
7,236
-57
-0.8% -$2.63K 0.01% 750
2024
Q3 		$307K Sell
7,293
-106
-1% -$4.35K 0.01% 765
2024
Q2 		$302K Sell
7,399
-184
-2% -$7.21K 0.01% 744
2024
Q1 		$288K Sell
7,583
-65
-0.8% -$2.21K 0.01% 772
2023
Q4 		$255K Buy
7,648
+143
+2% +$4.19K 0.01% 781
2023
Q3 		$213K Sell
7,505
-881
-11% -$24.9K 0.01% 787
2023
Q2 		$228K Sell
8,386
-185
-2% -$4.68K 0.01% 810
2023
Q1 		$218K Sell
8,571
-223
-3% -$6.58K 0.01% 798
2022
Q4 		$252K Buy
+8,794
New +$260K 0.01% 742

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

Bleakley Financial Group's EQH Position: Q2 2026 in Review

Bleakley Financial Group increased its Equitable Holdings (EQH) stake by 0.75% in Q2 2026, buying an estimated $3.3K and bringing the position to 10,612 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #808.

Bleakley Financial Group first reported a position in EQH in Q4 2022 and has held it in 11 quarters since. 480 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Bleakley Financial Group held 10,612 shares of Equitable Holdings worth $466K as of Q2 2026.
  • Bleakley Financial Group bought 79 Equitable Holdings shares in Q2 2026, an estimated $3.3K.
  • Equitable Holdings made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #808 holding.
  • Bleakley Financial Group first reported a position in Equitable Holdings in Q4 2022 and has held it in 11 quarters since.
  • 480 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.