BCM
EQH icon

BTC Capital Management’s Equitable Holdings EQH Stock Holding History

BTC Capital 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
2026
Q1 		$3.96M Buy
106,789
+34,237
+47% +$1.47M 0.27% 94
2025
Q4 		$3.45M Sell
72,552
-1,126
-2% -$53.4K 0.24% 92
2025
Q3 		$3.74M Buy
73,678
+3,562
+5% +$189K 0.26% 88
2025
Q2 		$3.88M Buy
70,116
+3,899
+6% +$201K 0.32% 81
2025
Q1 		$3.45M Buy
66,217
+11,202
+20% +$586K 0.32% 81
2024
Q4 		$2.6M Sell
55,015
-5,630
-9% -$260K 0.24% 82
2024
Q3 		$2.55M Sell
60,645
-2,090
-3% -$85.7K 0.23% 88
2024
Q2 		$2.56M Sell
62,735
-8,986
-13% -$352K 0.24% 88
2024
Q1 		$2.73M Buy
+71,721
New +$2.44M 0.25% 91
2023
Q3 		$2.18M Buy
76,871
+1,562
+2% +$44.1K 0.25% 101
2023
Q2 		$2.04M Buy
75,309
+1,871
+3% +$47.4K 0.22% 106
2023
Q1 		$1.86M Sell
73,438
-38,316
-34% -$1.13M 0.21% 102
2022
Q4 		$3.21M Sell
111,754
-4,762
-4% -$141K 0.39% 88
2022
Q3 		$3.07M Buy
116,516
+12,794
+12% +$364K 0.4% 85
2022
Q2 		$2.7M Buy
103,722
+10,655
+11% +$309K 0.33% 93
2022
Q1 		$2.88M Buy
+93,067
New +$3.07M 0.28% 95

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