Cynosure Group’s Equitable Holdings EQH Stock Holding History

Cynosure Group’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	-9,205	Closed	-$439K	–	288
2025 Q4	$439K	Buy	+9,205	New	+$436K	0.04%	288

Other funds holding EQH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cynosure Group's EQH Position: Q1 2026 in Review

Cynosure Group sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 9,205 shares — an estimated $439K sold.

Cynosure Group first reported a position in EQH in Q4 2025 and held it in 1 quarter. The position peaked at $439K in Q4 2025. 540 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

Cynosure Group reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
Cynosure Group sold 9,205 Equitable Holdings shares in Q1 2026, an estimated $439K.
Cynosure Group first reported a position in Equitable Holdings in Q4 2025 and held it in 1 quarter.
Cynosure Group's Equitable Holdings position peaked at $439K in Q4 2025.
540 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.