CX Institutional’s Equitable Holdings EQH Stock Holding History

CX Institutional’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	$56K	Buy	1,282 +297	+30%	+$12.4K	﹤0.01%	958
2026 Q1	$37K	Buy	+985	New	+$42.2K	﹤0.01%	1015
2022 Q4	–	Sell	-33,403	Closed	-$880K	–	518
2022 Q3	$880K	Buy	33,403 +9,191	+38%	+$261K	0.06%	275
2022 Q2	$631K	Buy	+24,212	New	+$702K	0.05%	292

Other funds holding EQH

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CX Institutional's EQH Position: Q2 2026 in Review

CX Institutional increased its Equitable Holdings (EQH) stake by 30% in Q2 2026, buying an estimated $12.4K and bringing the position to 1,282 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

CX Institutional first reported a position in EQH in Q2 2022 and has held it in 4 quarters since. The position peaked at $880K in Q3 2022. 67 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

CX Institutional held 1,282 shares of Equitable Holdings worth $56K as of Q2 2026.
CX Institutional bought 297 Equitable Holdings shares in Q2 2026, an estimated $12.4K.
Equitable Holdings made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #958 holding.
CX Institutional first reported a position in Equitable Holdings in Q2 2022 and has held it in 4 quarters since.
CX Institutional's Equitable Holdings position peaked at $880K in Q3 2022.
67 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.