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
2025
Q4 		– Sell
-19,900
Closed -$1.01M – 2450
2025
Q3 		$1.01M Buy
+19,900
New +$1.05M ﹤0.01% 2094

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

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.