BJL
EQH icon

Brighton Jones LLC’s Equitable Holdings EQH Stock Holding History

Brighton Jones LLC’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 		– Sell
-7,070
Closed -$262K – 1441
2026
Q1 		$262K Buy
+7,070
New +$303K 0.01% 980

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Brighton Jones LLC's EQH Position: Q2 2026 in Review

Brighton Jones LLC sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 7,070 shares — an estimated $262K sold.

Brighton Jones LLC first reported a position in EQH in Q1 2026 and held it in 1 quarter. The position peaked at $262K in Q1 2026. 258 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Brighton Jones LLC reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
  • Brighton Jones LLC sold 7,070 Equitable Holdings shares in Q2 2026, an estimated $262K.
  • Brighton Jones LLC first reported a position in Equitable Holdings in Q1 2026 and held it in 1 quarter.
  • Brighton Jones LLC's Equitable Holdings position peaked at $262K in Q1 2026.
  • 258 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.