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BTG Pactual Asset Management US’s Equitable Holdings EQH Stock Holding History

BTG Pactual Asset Management US’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 		$244K Buy
6,580
+2,244
+52% +$96.1K 0.02% 261
2025
Q4 		$207K Buy
+4,336
New +$206K 0.02% 218

Other funds holding EQH

BlackRock
BlackRock New York $5.72T 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

BTG Pactual Asset Management US's EQH Position: Q1 2026 in Review

BTG Pactual Asset Management US increased its Equitable Holdings (EQH) stake by 52% in Q1 2026, buying an estimated $96.1K and bringing the position to 6,580 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #261.

BTG Pactual Asset Management US first reported a position in EQH in Q4 2025 and has held it in 2 quarters since. 540 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • BTG Pactual Asset Management US held 6,580 shares of Equitable Holdings worth $244K as of Q1 2026.
  • BTG Pactual Asset Management US bought 2,244 Equitable Holdings shares in Q1 2026, an estimated $96.1K.
  • Equitable Holdings made up 0.02% of BTG Pactual Asset Management US's portfolio in Q1 2026, its #261 holding.
  • BTG Pactual Asset Management US first reported a position in Equitable Holdings in Q4 2025 and has held it in 2 quarters since.
  • 540 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on BTG Pactual Asset Management US's 13F filing for Q1 2026, filed 14 May 2026.