Colonial Trust Advisors’s Equitable Holdings EQH Stock Holding History

Colonial Trust 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 Q2	$4.39K	Hold	100	–	–	﹤0.01%	672
2026 Q1	$3.71K	Hold	100	–	–	﹤0.01%	626
2025 Q4	$4.76K	Hold	100	–	–	﹤0.01%	583
2025 Q3	$5.08K	Hold	100	–	–	﹤0.01%	573
2025 Q2	$5.61K	Hold	100	–	–	﹤0.01%	574
2025 Q1	$5.21K	Hold	100	–	–	﹤0.01%	568
2024 Q4	$4.72K	Buy	+100	New	+$4.62K	﹤0.01%	569

Other funds holding EQH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Colonial Trust Advisors's EQH Position: Q2 2026 in Review

Colonial Trust Advisors held its Equitable Holdings (EQH) position steady in Q2 2026 at 100 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Colonial Trust Advisors first reported a position in EQH in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.61K in Q2 2025. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Colonial Trust Advisors held 100 shares of Equitable Holdings worth $4.39K as of Q2 2026.
Colonial Trust Advisors left its Equitable Holdings share count unchanged in Q2 2026.
Equitable Holdings made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #672 holding.
Colonial Trust Advisors first reported a position in Equitable Holdings in Q4 2024 and has held it in 7 quarters since.
Colonial Trust Advisors's Equitable Holdings position peaked at $5.61K in Q2 2025.
483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.