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Cornerstone Financial Management’s Equitable Holdings EQH Stock Holding History

Cornerstone Financial Management’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 		$2.06K Buy
47
+12
+34% +$502 ﹤0.01% 837
2026
Q1 		$1.3K Buy
35
+16
+84% +$685 ﹤0.01% 878
2025
Q4 		$905 Buy
+19
New +$901 ﹤0.01% 969

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cornerstone Financial Management's EQH Position: Q2 2026 in Review

Cornerstone Financial Management increased its Equitable Holdings (EQH) stake by 34% in Q2 2026, buying an estimated $502 and bringing the position to 47 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Cornerstone Financial Management first reported a position in EQH in Q4 2025 and has held it in 3 quarters since. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Cornerstone Financial Management held 47 shares of Equitable Holdings worth $2.06K as of Q2 2026.
  • Cornerstone Financial Management bought 12 Equitable Holdings shares in Q2 2026, an estimated $502.
  • Equitable Holdings made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #837 holding.
  • Cornerstone Financial Management first reported a position in Equitable Holdings in Q4 2025 and has held it in 3 quarters since.
  • 484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.