Brandywine Global Investment Management
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Brandywine Global Investment Management’s Equitable Holdings EQH Stock Holding History

Brandywine Global Investment Management’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
2025
Q4 		$9.39M Sell
197,088
-3,698
-2% -$175K 0.06% 266
2025
Q3 		$10.2M Buy
200,786
+525
+0.3% +$27.8K 0.07% 259
2025
Q2 		$11.2M Sell
200,261
-375,037
-65% -$19.3M 0.08% 237
2025
Q1 		$30M Buy
575,298
+61,907
+12% +$3.24M 0.22% 124
2024
Q4 		$24.2M Buy
513,391
+60,643
+13% +$2.8M 0.18% 144
2024
Q3 		$19.9M Buy
452,748
+109,506
+32% +$4.49M 0.13% 170
2024
Q2 		$14M Buy
343,242
+123,656
+56% +$4.84M 0.1% 196
2024
Q1 		$8.35M Sell
219,586
-430,538
-66% -$14.6M 0.06% 303
2023
Q4 		$21.6M Buy
650,124
+162,895
+33% +$4.77M 0.17% 131
2023
Q3 		$13.8M Buy
487,229
+114,865
+31% +$3.24M 0.12% 179
2023
Q2 		$10.1M Buy
372,364
+106,605
+40% +$2.7M 0.08% 237
2023
Q1 		$6.75M Sell
265,759
-75,055
-22% -$2.21M 0.05% 313
2022
Q4 		$9.78M Buy
340,814
+22,252
+7% +$659K 0.08% 234
2022
Q3 		$8.39M Sell
318,562
-26,110
-8% -$742K 0.08% 235
2022
Q2 		$8.99M Buy
344,672
+9,876
+3% +$286K 0.08% 226
2022
Q1 		$10.3M Sell
334,796
-16,117
-5% -$531K 0.08% 242
2021
Q4 		$11.5M Sell
350,913
-8,113
-2% -$266K 0.08% 237
2021
Q3 		$10.6M Sell
359,026
-23,746
-6% -$719K 0.08% 235
2021
Q2 		$11.7M Sell
382,772
-16,268
-4% -$531K 0.09% 239
2021
Q1 		$13M Sell
399,040
-29,342
-7% -$846K 0.1% 231
2020
Q4 		$11M Buy
428,382
+30,372
+8% +$710K 0.09% 231
2020
Q3 		$7.26M Sell
398,010
-12,464
-3% -$251K 0.07% 242
2020
Q2 		$7.92M Sell
410,474
-2,083
-0.5% -$37.2K 0.08% 224
2020
Q1 		$5.96M Sell
412,557
-760
-0.2% -$16.6K 0.07% 228
2019
Q4 		$10.3M Buy
413,317
+13,953
+3% +$323K 0.07% 228
2019
Q3 		$8.85M Buy
399,364
+398,880
+82,413% +$8.56M 0.06% 259
2019
Q2 		$11K Hold
484
– – ﹤0.01% 762
2019
Q1 		$10K Buy
+484
New +$9.24K ﹤0.01% 784

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Thornburg Investment Management
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Brandywine Global Investment Management's EQH Position: Q4 2025 in Review

Brandywine Global Investment Management reduced its Equitable Holdings (EQH) stake by 1.8% in Q4 2025, selling an estimated $175K and leaving 197,088 shares worth $9.39M. The position accounts for 0.06% of the portfolio, ranked #266.

Brandywine Global Investment Management first reported a position in EQH in Q1 2019 and has held it in 28 quarters since. The position peaked at $30M in Q1 2025. 554 funds tracked by Wall St. Rank hold EQH as of Q4 2025.

  • Brandywine Global Investment Management held 197,088 shares of Equitable Holdings worth $9.39M as of Q4 2025.
  • Brandywine Global Investment Management sold 3,698 Equitable Holdings shares in Q4 2025, an estimated $175K.
  • Equitable Holdings made up 0.06% of Brandywine Global Investment Management's portfolio in Q4 2025, its #266 holding.
  • Brandywine Global Investment Management first reported a position in Equitable Holdings in Q1 2019 and has held it in 28 quarters since.
  • Brandywine Global Investment Management's Equitable Holdings position peaked at $30M in Q1 2025.
  • 554 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.