Bruce G. Allen Investments’s Equitable Holdings EQH Stock Holding History

Bruce G. Allen 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 Q2	$5.44K	Sell	124 -15	-11%	-$627	﹤0.01%	558
2026 Q1	$5.16K	Hold	139	–	–	﹤0.01%	558
2025 Q4	$6.62K	Hold	139	–	–	﹤0.01%	525
2025 Q3	$7.06K	Sell	139 -77	-36%	-$4.08K	0.01%	515
2025 Q2	$12.1K	Buy	216 +74	+52%	+$3.81K	0.01%	453
2025 Q1	$7.4K	Sell	142 -4	-3%	-$209	0.01%	502
2024 Q4	$6.89K	Sell	146 -8	-5%	-$369	0.01%	537
2024 Q3	$6.47K	Hold	154	–	–	0.01%	538
2024 Q2	$6.29K	Sell	154 -45	-23%	-$1.76K	0.01%	534
2024 Q1	$7.56K	Sell	199 -55	-22%	-$1.87K	0.01%	518
2023 Q4	$8.46K	Buy	+254	New	+$7.44K	0.01%	515

Other funds holding EQH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bruce G. Allen Investments's EQH Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Equitable Holdings (EQH) stake by 11% in Q2 2026, selling an estimated $627 and leaving 124 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Bruce G. Allen Investments first reported a position in EQH in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.1K in Q2 2025. 480 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Bruce G. Allen Investments held 124 shares of Equitable Holdings worth $5.44K as of Q2 2026.
Bruce G. Allen Investments sold 15 Equitable Holdings shares in Q2 2026, an estimated $627.
Equitable Holdings made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #558 holding.
Bruce G. Allen Investments first reported a position in Equitable Holdings in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's Equitable Holdings position peaked at $12.1K in Q2 2025.
480 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.