CRC
EQH icon

Curi RMB Capital’s Equitable Holdings EQH Stock Holding History

Curi RMB Capital’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 		– Sell
-7,389
Closed -$352K – 897
2025
Q4 		$352K Buy
+7,389
New +$350K 0.01% 709

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

Curi RMB Capital's EQH Position: Q1 2026 in Review

Curi RMB Capital sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 7,389 shares — an estimated $352K sold.

Curi RMB Capital first reported a position in EQH in Q4 2025 and held it in 1 quarter. The position peaked at $352K in Q4 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Curi RMB Capital reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
  • Curi RMB Capital sold 7,389 Equitable Holdings shares in Q1 2026, an estimated $352K.
  • Curi RMB Capital first reported a position in Equitable Holdings in Q4 2025 and held it in 1 quarter.
  • Curi RMB Capital's Equitable Holdings position peaked at $352K in Q4 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.