EI
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EFG International’s Equitable Holdings EQH Stock Holding History

EFG International’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 		$6.95M Buy
158,413
+9,820
+7% +$411K 0.13% 132
2026
Q1 		$5.51M Sell
148,593
-9,697
-6% -$415K 0.12% 154
2025
Q4 		$7.54M Buy
+158,290
New +$7.51M 0.15% 120

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

EFG International's EQH Position: Q2 2026 in Review

EFG International increased its Equitable Holdings (EQH) stake by 6.6% in Q2 2026, buying an estimated $411K and bringing the position to 158,413 shares worth $6.95M. The position accounts for 0.13% of the portfolio, ranked #132.

EFG International first reported a position in EQH in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.54M in Q4 2025. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • EFG International held 158,413 shares of Equitable Holdings worth $6.95M as of Q2 2026.
  • EFG International bought 9,820 Equitable Holdings shares in Q2 2026, an estimated $411K.
  • Equitable Holdings made up 0.13% of EFG International's portfolio in Q2 2026, its #132 holding.
  • EFG International first reported a position in Equitable Holdings in Q4 2025 and has held it in 3 quarters since.
  • EFG International's Equitable Holdings position peaked at $7.54M in Q4 2025.
  • 484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on EFG International's 13F filing for Q2 2026, filed 14 Aug 2026.