CIBC World Markets’s Equitable Holdings EQH Stock Holding History

CIBC World Markets’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	$495K	Buy	+10,394	New	+$493K	﹤0.01%	834
2025 Q2	$717K	Sell	12,777 -1,481	-10%	-$76.2K	﹤0.01%	730
2025 Q1	$743K	Sell	14,258 -83	-0.6%	-$4.34K	0.01%	807
2024 Q4	$676K	Sell	14,341 -4,611	-24%	-$213K	﹤0.01%	668
2024 Q3	$797K	Buy	18,952 +1,286	+7%	+$52.8K	0.01%	635
2024 Q2	$722K	Buy	17,666 +3,808	+27%	+$149K	﹤0.01%	627
2024 Q1	$527K	Buy	13,858 +4,181	+43%	+$142K	﹤0.01%	717
2023 Q4	$322K	Buy	+9,677	New	+$283K	﹤0.01%	696
2020 Q1	–	Sell	-34,500	Closed	-$855K	–	625
2019 Q4	$855K	Buy	+34,500	New	+$799K	0.01%	720

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 World Markets's EQH Position: Q4 2025 in Review

CIBC World Markets opened a new position in Equitable Holdings (EQH) in Q4 2025: 10,394 shares worth $495K. The stake represents ﹤0.01% of the portfolio and ranks #834 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in EQH as recently as Q2 2025.

CIBC World Markets first reported a position in EQH in Q4 2019 and has held it in 9 quarters since. The position peaked at $855K in Q4 2019. 551 funds tracked by Wall St. Rank hold EQH as of Q4 2025.

CIBC World Markets held 10,394 shares of Equitable Holdings worth $495K as of Q4 2025.
Equitable Holdings was a new CIBC World Markets position in Q4 2025.
Equitable Holdings made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #834 holding.
CIBC World Markets first reported a position in Equitable Holdings in Q4 2019 and has held it in 9 quarters since.
CIBC World Markets's Equitable Holdings position peaked at $855K in Q4 2019.
551 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.