CIBC Asset Management’s Equitable Holdings EQH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$765K Buy
20,618
+84
+0.4% +$3.6K ﹤0.01% 730
2025
Q4
$978K Buy
20,534
+6,286
+44% +$298K ﹤0.01% 709
2025
Q3
$724K Buy
14,248
+94
+0.7% +$4.98K ﹤0.01% 716
2025
Q2
$794K Buy
14,154
+86
+0.6% +$4.42K ﹤0.01% 699
2025
Q1
$733K Buy
14,068
+769
+6% +$40.3K ﹤0.01% 699
2024
Q4
$627K Buy
13,299
+1,534
+13% +$70.8K ﹤0.01% 719
2024
Q3
$494K Buy
11,765
+584
+5% +$24K ﹤0.01% 748
2024
Q2
$457K Sell
11,181
-285
-2% -$11.2K ﹤0.01% 753
2024
Q1
$436K Buy
11,466
+22
+0.2% +$748 ﹤0.01% 755
2023
Q4
$381K Sell
11,444
-792
-6% -$23.2K ﹤0.01% 765
2023
Q3
$347K Sell
12,236
-467
-4% -$13.2K ﹤0.01% 768
2023
Q2
$345K Buy
12,703
+9
+0.1% +$228 ﹤0.01% 778
2023
Q1
$322K Sell
12,694
-316
-2% -$9.32K ﹤0.01% 786
2022
Q4
$373K Sell
13,010
-5,789
-31% -$171K ﹤0.01% 761
2022
Q3
$495K Buy
18,799
+52
+0.3% +$1.48K ﹤0.01% 769
2022
Q2
$489K Sell
18,747
-289
-2% -$8.38K ﹤0.01% 758
2022
Q1
$588K Buy
19,036
+104
+0.5% +$3.43K ﹤0.01% 799
2021
Q4
$621K Buy
18,932
+1,102
+6% +$36.2K ﹤0.01% 790
2021
Q3
$528K Buy
17,830
+929
+5% +$28.1K ﹤0.01% 813
2021
Q2
$515K Buy
16,901
+26
+0.2% +$848 ﹤0.01% 805
2021
Q1
$550K Sell
16,875
-1,978
-10% -$57K ﹤0.01% 776
2020
Q4
$482K Hold
18,853
﹤0.01% 757
2020
Q3
$344K Buy
18,853
+466
+3% +$9.37K ﹤0.01% 786
2020
Q2
$355K Hold
18,387
﹤0.01% 756
2020
Q1
$266K Sell
18,387
-2,554
-12% -$55.8K ﹤0.01% 770
2019
Q4
$519K Buy
+20,941
New +$485K ﹤0.01% 723

Other funds holding EQH

CIBC Asset Management's EQH Position: Q1 2026 in Review

CIBC Asset Management increased its Equitable Holdings (EQH) stake by 0.41% in Q1 2026, buying an estimated $3.6K and bringing the position to 20,618 shares worth $765K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

CIBC Asset Management first reported a position in EQH in Q4 2019 and has held it in 26 quarters since. The position peaked at $978K in Q4 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • CIBC Asset Management held 20,618 shares of Equitable Holdings worth $765K as of Q1 2026.
  • CIBC Asset Management bought 84 Equitable Holdings shares in Q1 2026, an estimated $3.6K.
  • Equitable Holdings made up ﹤0.01% of CIBC Asset Management's portfolio in Q1 2026, its #730 holding.
  • CIBC Asset Management first reported a position in Equitable Holdings in Q4 2019 and has held it in 26 quarters since.
  • CIBC Asset Management's Equitable Holdings position peaked at $978K in Q4 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on CIBC Asset Management's 13F filing for Q1 2026, filed 12 May 2026.