Capital Fund Management (CFM)
EQH icon

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
Q2 		– Sell
-85,554
Closed -$3.17M – 2172
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
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 $3.38T AUM 44.17% 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

Capital Fund Management (CFM)'s EQH Position: Q2 2026 in Review

Capital Fund Management (CFM) sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 85,554 shares — an estimated $3.17M sold.

Capital Fund Management (CFM) first reported a position in EQH in Q2 2020 and held it in 4 quarters. The position peaked at $5.7M in Q4 2020. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Capital Fund Management (CFM) reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 85,554 Equitable Holdings shares in Q2 2026, an estimated $3.17M.
  • Capital Fund Management (CFM) first reported a position in Equitable Holdings in Q2 2020 and held it in 4 quarters.
  • Capital Fund Management (CFM)'s Equitable Holdings position peaked at $5.7M in Q4 2020.
  • 484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.