CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Equitable Holdings EQH Stock Holding History

CAPTRUST Financial Advisors’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 		$525K Buy
14,164
+5,590
+65% +$239K ﹤0.01% 2001
2025
Q4 		$409K Buy
8,574
+1,356
+19% +$64.3K ﹤0.01% 2026
2025
Q3 		$367K Buy
7,218
+885
+14% +$46.9K ﹤0.01% 2026
2025
Q2 		$355K Sell
6,333
-571
-8% -$29.4K ﹤0.01% 1942
2025
Q1 		$360K Buy
6,904
+2,083
+43% +$109K ﹤0.01% 1841
2024
Q4 		$227K Buy
+4,821
New +$223K ﹤0.01% 2081
2024
Q1 		– Sell
-7,432
Closed -$247K – 2308
2023
Q4 		$247K Buy
+7,432
New +$218K ﹤0.01% 2239
2022
Q3 		– Sell
-5,634
Closed -$147K – 2650
2022
Q2 		$147K Sell
5,634
-222
-4% -$6.43K ﹤0.01% 1913
2022
Q1 		$181K Buy
5,856
+1,355
+30% +$44.7K ﹤0.01% 1797
2021
Q4 		$148K Buy
4,501
+530
+13% +$17.4K ﹤0.01% 1861
2021
Q3 		$118K Buy
3,971
+186
+5% +$5.63K ﹤0.01% 1933
2021
Q2 		$115K Buy
3,785
+68
+2% +$2.22K ﹤0.01% 1916
2021
Q1 		$121K Buy
+3,717
New +$107K ﹤0.01% 1813

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

CAPTRUST Financial Advisors's EQH Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Equitable Holdings (EQH) stake by 65% in Q1 2026, buying an estimated $239K and bringing the position to 14,164 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

CAPTRUST Financial Advisors first reported a position in EQH in Q1 2021 and has held it in 13 quarters since. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • CAPTRUST Financial Advisors held 14,164 shares of Equitable Holdings worth $525K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 5,590 Equitable Holdings shares in Q1 2026, an estimated $239K.
  • Equitable Holdings made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2001 holding.
  • CAPTRUST Financial Advisors first reported a position in Equitable Holdings in Q1 2021 and has held it in 13 quarters since.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.