CIBC Private Wealth Group
EQH icon

CIBC Private Wealth Group’s Equitable Holdings EQH Stock Holding History

CIBC Private Wealth Group’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 		$32.5K Sell
682
-1,232
-64% -$58.4K ﹤0.01% 1965
2025
Q3 		$97.2K Buy
1,914
+1,782
+1,350% +$94.4K ﹤0.01% 1508
2025
Q2 		$7.41K Buy
132
+61
+86% +$3.14K ﹤0.01% 2353
2025
Q1 		$3.12K Buy
+71
New +$3.72K ﹤0.01% 2584

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

CIBC Private Wealth Group's EQH Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Equitable Holdings (EQH) stake by 64% in Q4 2025, selling an estimated $58.4K and leaving 682 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1965.

CIBC Private Wealth Group first reported a position in EQH in Q1 2025 and has held it in 4 quarters since. The position peaked at $97.2K in Q3 2025. 551 funds tracked by Wall St. Rank hold EQH as of Q4 2025.

  • CIBC Private Wealth Group held 682 shares of Equitable Holdings worth $32.5K as of Q4 2025.
  • CIBC Private Wealth Group sold 1,232 Equitable Holdings shares in Q4 2025, an estimated $58.4K.
  • Equitable Holdings made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1965 holding.
  • CIBC Private Wealth Group first reported a position in Equitable Holdings in Q1 2025 and has held it in 4 quarters since.
  • CIBC Private Wealth Group's Equitable Holdings position peaked at $97.2K in Q3 2025.
  • 551 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.