BCI
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Brinker Capital Investments’s Equitable Holdings EQH Stock Holding History

Brinker Capital Investments’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
Q1 		$802K Buy
21,623
+535
+3% +$22.9K 0.01% 1238
2025
Q4 		$1M Sell
21,088
-12,005
-36% -$569K 0.01% 1227
2025
Q3 		$1.68M Buy
33,093
+389
+1% +$20.6K 0.01% 936
2025
Q2 		$1.83M Buy
32,704
+16,612
+103% +$854K 0.02% 835
2025
Q1 		$838K Sell
16,092
-287
-2% -$15K 0.01% 1177
2024
Q4 		$773K Sell
16,379
-103
-0.6% -$4.76K 0.01% 1179
2024
Q3 		$693K Buy
16,482
+9,464
+135% +$388K 0.01% 1207
2024
Q2 		$287K Buy
+7,018
New +$275K ﹤0.01% 1477

Other funds holding EQH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return