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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
Q2 		$4.83M Buy
110,081
+3,292
+3% +$138K 0.29% 88
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 $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BTC Capital Management's EQH Position: Q2 2026 in Review

BTC Capital Management increased its Equitable Holdings (EQH) stake by 3.1% in Q2 2026, buying an estimated $138K and bringing the position to 110,081 shares worth $4.83M. The position accounts for 0.29% of the portfolio, ranked #88.

BTC Capital Management first reported a position in EQH in Q1 2022 and has held it in 17 quarters since. 482 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • BTC Capital Management held 110,081 shares of Equitable Holdings worth $4.83M as of Q2 2026.
  • BTC Capital Management bought 3,292 Equitable Holdings shares in Q2 2026, an estimated $138K.
  • Equitable Holdings made up 0.29% of BTC Capital Management's portfolio in Q2 2026, its #88 holding.
  • BTC Capital Management first reported a position in Equitable Holdings in Q1 2022 and has held it in 17 quarters since.
  • 482 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.