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Convergence Investment Partners’s Equitable Holdings EQH Stock Holding History

Convergence Investment Partners’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
2025
Q3 		– Sell
-22,949
Closed -$1.29M – 261
2025
Q2 		$1.29M Buy
22,949
+1,316
+6% +$67.7K 0.33% 109
2025
Q1 		$1.13M Buy
+21,633
New +$1.13M 0.31% 110
2020
Q1 		– Sell
-45,217
Closed -$1.12M – 233
2019
Q4 		$1.12M Buy
+45,217
New +$1.05M 0.32% 110
2019
Q2 		– Sell
-85,704
Closed -$1.73M – 324
2019
Q1 		$1.73M Buy
+85,704
New +$1.64M 0.38% 101

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Convergence Investment Partners's EQH Position: Q3 2025 in Review

Convergence Investment Partners sold out of Equitable Holdings (EQH) in Q3 2025, closing a stake of 22,949 shares — an estimated $1.29M sold.

Convergence Investment Partners first reported a position in EQH in Q1 2019 and held it in 4 quarters. The position peaked at $1.73M in Q1 2019. 562 funds tracked by Wall St. Rank hold EQH as of Q3 2025.

  • Convergence Investment Partners reported no remaining Equitable Holdings position as of Q3 2025 after selling out during the quarter.
  • Convergence Investment Partners sold 22,949 Equitable Holdings shares in Q3 2025, an estimated $1.29M.
  • Convergence Investment Partners first reported a position in Equitable Holdings in Q1 2019 and held it in 4 quarters.
  • Convergence Investment Partners's Equitable Holdings position peaked at $1.73M in Q1 2019.
  • 562 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2025.

Based on Convergence Investment Partners's 13F filing for Q3 2025, filed 4 Nov 2025.