Connor, Clark & Lunn Investment Management (CC&L)’s Equitable Holdings EQH Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	$3.31M	Sell	75,493 -27,163	-26%	-$1.14M	0.01%	854
2026 Q1	$3.81M	Sell	102,656 -81,607	-44%	-$3.5M	0.01%	771
2025 Q4	$8.78M	Buy	+184,263	New	+$8.74M	0.02%	493
2019 Q3	–	Sell	-33,800	Closed	-$706K	–	993
2019 Q2	$706K	Buy	33,800 +4,900	+17%	+$105K	﹤0.01%	653
2019 Q1	$582K	Sell	28,900 -300	-1%	-$5.73K	﹤0.01%	639
2018 Q4	$486K	Buy	+29,200	New	+$570K	﹤0.01%	703

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

Connor, Clark & Lunn Investment Management (CC&L)'s EQH Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) reduced its Equitable Holdings (EQH) stake by 26% in Q2 2026, selling an estimated $1.14M and leaving 75,493 shares worth $3.31M. The position accounts for 0.01% of the portfolio, ranked #854.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in EQH in Q4 2018 and has held it in 6 quarters since. The position peaked at $8.78M in Q4 2025. 479 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Connor, Clark & Lunn Investment Management (CC&L) held 75,493 shares of Equitable Holdings worth $3.31M as of Q2 2026.
Connor, Clark & Lunn Investment Management (CC&L) sold 27,163 Equitable Holdings shares in Q2 2026, an estimated $1.14M.
Equitable Holdings made up 0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #854 holding.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Equitable Holdings in Q4 2018 and has held it in 6 quarters since.
Connor, Clark & Lunn Investment Management (CC&L)'s Equitable Holdings position peaked at $8.78M in Q4 2025.
479 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.