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Brooklyn Investment Group’s Equitable Holdings EQH Stock Holding History

Brooklyn Investment 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
Q1 		$847K Buy
22,832
+14,684
+180% +$629K 0.03% 659
2025
Q4 		$394K Buy
8,148
+2,660
+48% +$126K 0.02% 843
2025
Q3 		$307K Sell
5,488
-214
-4% -$11.3K 0.04% 419
2025
Q2 		$320K Buy
5,702
+2,272
+66% +$117K 0.04% 417
2025
Q1 		$179K Buy
3,430
+595
+21% +$31.1K 0.04% 374
2024
Q4 		$134K Sell
2,835
-118
-4% -$5.45K 0.04% 316
2024
Q3 		$124K Buy
+2,953
New +$121K 0.04% 312

Other funds holding EQH

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brooklyn Investment Group's EQH Position: Q1 2026 in Review

Brooklyn Investment Group increased its Equitable Holdings (EQH) stake by 180% in Q1 2026, buying an estimated $629K and bringing the position to 22,832 shares worth $847K. The position accounts for 0.03% of the portfolio, ranked #659.

Brooklyn Investment Group first reported a position in EQH in Q3 2024 and has held it in 7 quarters since. 542 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Brooklyn Investment Group held 22,832 shares of Equitable Holdings worth $847K as of Q1 2026.
  • Brooklyn Investment Group bought 14,684 Equitable Holdings shares in Q1 2026, an estimated $629K.
  • Equitable Holdings made up 0.03% of Brooklyn Investment Group's portfolio in Q1 2026, its #659 holding.
  • Brooklyn Investment Group first reported a position in Equitable Holdings in Q3 2024 and has held it in 7 quarters since.
  • 542 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.