CTA
EQH icon

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
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
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

Colonial Trust Advisors's EQH Position: Q1 2026 in Review

Colonial Trust Advisors held its Equitable Holdings (EQH) position steady in Q1 2026 at 100 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Colonial Trust Advisors first reported a position in EQH in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.61K in Q2 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Colonial Trust Advisors held 100 shares of Equitable Holdings worth $3.71K as of Q1 2026.
  • Colonial Trust Advisors left its Equitable Holdings share count unchanged in Q1 2026.
  • Equitable Holdings made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #626 holding.
  • Colonial Trust Advisors first reported a position in Equitable Holdings in Q4 2024 and has held it in 6 quarters since.
  • Colonial Trust Advisors's Equitable Holdings position peaked at $5.61K in Q2 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.