Dynamic Advisor Solutions’s Equitable Holdings EQH Stock Holding History

Dynamic Advisor Solutions’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	–	Sell	-74,486	Closed	-$2.76M	–	1058
2026 Q1	$2.76M	Buy	74,486 +8,125	+12%	+$348K	0.09%	244
2025 Q4	$3.16M	Buy	66,361 +1,693	+3%	+$80.3K	0.1%	208
2025 Q3	$3.28M	Buy	64,668 +3,086	+5%	+$163K	0.1%	225
2025 Q2	$3.45M	Buy	+61,582	New	+$3.17M	0.11%	216

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

Dynamic Advisor Solutions's EQH Position: Q2 2026 in Review

Dynamic Advisor Solutions sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 74,486 shares — an estimated $2.76M sold.

Dynamic Advisor Solutions first reported a position in EQH in Q2 2025 and held it in 4 quarters. The position peaked at $3.45M in Q2 2025. 61 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Dynamic Advisor Solutions reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
Dynamic Advisor Solutions sold 74,486 Equitable Holdings shares in Q2 2026, an estimated $2.76M.
Dynamic Advisor Solutions first reported a position in Equitable Holdings in Q2 2025 and held it in 4 quarters.
Dynamic Advisor Solutions's Equitable Holdings position peaked at $3.45M in Q2 2025.
61 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.