Citadel Advisors
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Citadel Advisors’s Equitable Holdings EQH Stock Holding History

Citadel 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 		$1M Buy
+27,000
New +$1.16M ﹤0.01% 7643
2025
Q4 		– Sell
-31,800
Closed -$1.61M – 12999
2025
Q3 		$1.61M Sell
31,800
-28,100
-47% -$1.49M ﹤0.01% 6505
2025
Q2 		$3.36M Buy
59,900
+44,000
+277% +$2.26M ﹤0.01% 4786
2025
Q1 		$828K Sell
15,900
-36,500
-70% -$1.91M ﹤0.01% 7369
2024
Q4 		$2.47M Buy
52,400
+28,500
+119% +$1.32M ﹤0.01% 5196
2024
Q3 		$1M Buy
23,900
+20,500
+603% +$841K ﹤0.01% 6859
2024
Q2 		$139K Sell
3,400
-2,500
-42% -$97.9K ﹤0.01% 10457
2024
Q1 		$224K Sell
5,900
-7,100
-55% -$241K ﹤0.01% 10091
2023
Q4 		$433K Buy
13,000
+6,600
+103% +$193K ﹤0.01% 8412
2023
Q3 		$182K Sell
6,400
-10,900
-63% -$308K ﹤0.01% 10074
2023
Q2 		$470K Buy
17,300
+7,000
+68% +$177K ﹤0.01% 8076
2023
Q1 		$262K Sell
10,300
-27,000
-72% -$797K ﹤0.01% 9665
2022
Q4 		$1.07M Sell
37,300
-6,800
-15% -$201K ﹤0.01% 6685
2022
Q3 		$1.16M Sell
44,100
-2,100
-5% -$59.7K ﹤0.01% 6655
2022
Q2 		$1.2M Buy
46,200
+8,600
+23% +$249K ﹤0.01% 6598
2022
Q1 		$1.16M Sell
37,600
-71,700
-66% -$2.36M ﹤0.01% 7368
2021
Q4 		$3.58M Sell
109,300
-15,600
-12% -$512K ﹤0.01% 4974
2021
Q3 		$3.7M Buy
124,900
+31,200
+33% +$945K ﹤0.01% 4899
2021
Q2 		$2.85M Buy
93,700
+17,300
+23% +$564K ﹤0.01% 5724
2021
Q1 		$2.49M Sell
76,400
-145,400
-66% -$4.19M ﹤0.01% 5884
2020
Q4 		$5.68M Sell
221,800
-393,000
-64% -$9.19M ﹤0.01% 3483
2020
Q3 		$11.2M Sell
614,800
-105,200
-15% -$2.12M ﹤0.01% 2160
2020
Q2 		$13.9M Buy
+720,000
New +$12.9M 0.01% 1854

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

Citadel Advisors's EQH Position: Q1 2026 in Review

Citadel Advisors increased its Equitable Holdings (EQH) stake by 198% in Q1 2026, buying an estimated $89.2M and bringing the position to 3,137,357 shares worth $116M. The position accounts for 0.02% of the portfolio, ranked #721.

Citadel Advisors first reported a position in EQH in Q2 2018 and has held it in 32 quarters since. The position peaked at $330M in Q2 2018. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Citadel Advisors held 3,137,357 shares of Equitable Holdings worth $116M as of Q1 2026.
  • Citadel Advisors bought 2,083,297 Equitable Holdings shares in Q1 2026, an estimated $89.2M.
  • Equitable Holdings made up 0.02% of Citadel Advisors's portfolio in Q1 2026, its #721 holding.
  • Citadel Advisors first reported a position in Equitable Holdings in Q2 2018 and has held it in 32 quarters since.
  • Citadel Advisors's Equitable Holdings position peaked at $330M in Q2 2018.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

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