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 Q3	$70K	Buy	1,368 +86	+7%	+$4.32K	﹤0.01%	949
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

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

CX Institutional's EQH Position: Q3 2026 in Review

CX Institutional increased its Equitable Holdings (EQH) stake by 6.7% in Q3 2026, buying an estimated $4.32K and bringing the position to 1,368 shares worth $70K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

CX Institutional first reported a position in EQH in Q2 2022 and has held it in 5 quarters since. The position peaked at $880K in Q3 2022. 102 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

CX Institutional held 1,368 shares of Equitable Holdings worth $70K as of Q3 2026.
CX Institutional bought 86 Equitable Holdings shares in Q3 2026, an estimated $4.32K.
Equitable Holdings made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #949 holding.
CX Institutional first reported a position in Equitable Holdings in Q2 2022 and has held it in 5 quarters since.
CX Institutional's Equitable Holdings position peaked at $880K in Q3 2022.
102 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.