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EQH icon

BOK Financial’s Equitable Holdings EQH Stock Holding History

BOK Financial’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 		$1.05M Sell
24,003
-727
-3% -$30.4K 0.01% 427
2026
Q1 		$918K Buy
24,730
+8,306
+51% +$356K 0.01% 440
2025
Q4 		$783K Sell
16,424
-11,841
-42% -$561K 0.01% 467
2025
Q3 		$1.44M Sell
28,265
-1,527
-5% -$80.9K 0.02% 393
2025
Q2 		$1.67M Buy
29,792
+29,737
+54,067% +$1.53M 0.03% 379
2025
Q1 		$2.87K Hold
55
– – ﹤0.01% 1092
2024
Q4 		$2.64K Sell
55
-10
-15% -$462 ﹤0.01% 1111
2024
Q3 		$2.7K Hold
65
– – ﹤0.01% 1125
2024
Q2 		$2.66K Hold
65
– – ﹤0.01% 1040
2024
Q1 		$2.43K Sell
65
-298
-82% -$10.1K ﹤0.01% 1048
2023
Q4 		$12.1K Buy
363
+298
+458% +$8.72K ﹤0.01% 925
2023
Q3 		$1.73K Buy
+65
New +$1.83K ﹤0.01% 1049
2019
Q1 		– Sell
-20,992
Closed -$349K – 914
2018
Q4 		$349K Buy
+20,992
New +$409K 0.01% 699

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

BOK Financial's EQH Position: Q2 2026 in Review

BOK Financial reduced its Equitable Holdings (EQH) stake by 2.9% in Q2 2026, selling an estimated $30.4K and leaving 24,003 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #427.

BOK Financial first reported a position in EQH in Q4 2018 and has held it in 13 quarters since. The position peaked at $1.67M in Q2 2025. 479 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • BOK Financial held 24,003 shares of Equitable Holdings worth $1.05M as of Q2 2026.
  • BOK Financial sold 727 Equitable Holdings shares in Q2 2026, an estimated $30.4K.
  • Equitable Holdings made up 0.01% of BOK Financial's portfolio in Q2 2026, its #427 holding.
  • BOK Financial first reported a position in Equitable Holdings in Q4 2018 and has held it in 13 quarters since.
  • BOK Financial's Equitable Holdings position peaked at $1.67M in Q2 2025.
  • 479 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.