Capital Fund Management (CFM)’s Equitable Holdings EQH Stock Holding History

Capital Fund Management (CFM)’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	$3.17M	Buy	+85,554	New	+$3.67M	0.01%	1130
2023 Q4	–	Sell	-23,412	Closed	-$665K	–	2155
2023 Q3	$665K	Buy	+23,412	New	+$661K	﹤0.01%	1742
2021 Q1	–	Sell	-222,870	Closed	-$5.7M	–	1369
2020 Q4	$5.7M	Buy	+222,870	New	+$5.21M	0.05%	422
2020 Q3	–	Sell	-160,515	Closed	-$3.1M	–	1256
2020 Q2	$3.1M	Buy	+160,515	New	+$2.87M	0.05%	387

Other funds holding EQH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Fund Management (CFM)'s EQH Position: Q1 2026 in Review

Capital Fund Management (CFM) opened a new position in Equitable Holdings (EQH) in Q1 2026: 85,554 shares worth $3.17M. The stake represents 0.01% of the portfolio and ranks #1130 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in EQH as recently as Q3 2023.

Capital Fund Management (CFM) first reported a position in EQH in Q2 2020 and has held it in 4 quarters since. The position peaked at $5.7M in Q4 2020. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

Capital Fund Management (CFM) held 85,554 shares of Equitable Holdings worth $3.17M as of Q1 2026.
Equitable Holdings was a new Capital Fund Management (CFM) position in Q1 2026.
Equitable Holdings made up 0.01% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #1130 holding.
Capital Fund Management (CFM) first reported a position in Equitable Holdings in Q2 2020 and has held it in 4 quarters since.
Capital Fund Management (CFM)'s Equitable Holdings position peaked at $5.7M in Q4 2020.
539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.