Citigroup
EQH icon

Citigroup’s Equitable Holdings EQH Stock Holding History

Citigroup’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
2024
Q1 		– Sell
-200
Closed -$6.66K – 5697
2023
Q4 		$6.66K Buy
+200
New +$5.86K ﹤0.01% 5278

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

Citigroup's EQH Position: Q1 2026 in Review

Citigroup reduced its Equitable Holdings (EQH) stake by 58% in Q1 2026, selling an estimated $9.86M and leaving 168,470 shares worth $6.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

Citigroup first reported a position in EQH in Q2 2018 and has held it in 32 quarters since. The position peaked at $20.5M in Q4 2024. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Citigroup held 168,470 shares of Equitable Holdings worth $6.25M as of Q1 2026.
  • Citigroup sold 230,106 Equitable Holdings shares in Q1 2026, an estimated $9.86M.
  • Equitable Holdings made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #1788 holding.
  • Citigroup first reported a position in Equitable Holdings in Q2 2018 and has held it in 32 quarters since.
  • Citigroup's Equitable Holdings position peaked at $20.5M in Q4 2024.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.