EC
EQH icon

EJF Capital’s Equitable Holdings EQH Stock Holding History

EJF Capital’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 		$1.39M Hold
37,400
– – 0.98% 43
2025
Q4 		$1.78M Hold
37,400
– – 1.01% 42
2025
Q3 		$1.9M Hold
37,400
– – 1.1% 39
2025
Q2 		$2.1M Hold
37,400
– – 1.67% 29
2025
Q1 		$1.95M Buy
37,400
+6,885
+23% +$360K 1.24% 36
2024
Q4 		$1.44M Hold
30,515
– – 0.99% 41
2024
Q3 		$1.28M Hold
30,515
– – 0.85% 46
2024
Q2 		$1.25M Hold
30,515
– – 0.92% 41
2024
Q1 		$1.16M Sell
30,515
-30,800
-50% -$1.05M 0.81% 43
2023
Q4 		$2.04M Sell
61,315
-12,466
-17% -$365K 1.07% 39
2023
Q3 		$2.09M Buy
73,781
+18,281
+33% +$516K 0.92% 31
2023
Q2 		$1.51M Buy
55,500
+5,000
+10% +$127K 0.69% 39
2023
Q1 		$1.28M Sell
50,500
-6,321
-11% -$187K 0.47% 49
2022
Q4 		$1.63M Sell
56,821
-40,000
-41% -$1.18M 0.5% 54
2022
Q3 		$2.55M Sell
96,821
-29,245
-23% -$831K 0.4% 55
2022
Q2 		$3.29M Sell
126,066
-180,958
-59% -$5.24M 0.55% 54
2022
Q1 		$9.49M Buy
307,024
+180,255
+142% +$5.94M 1.02% 30
2021
Q4 		$4.16M Sell
126,769
-393,231
-76% -$12.9M 0.37% 72
2021
Q3 		$15.4M Sell
520,000
-115,327
-18% -$3.49M 1.35% 14
2021
Q2 		$19.3M Sell
635,327
-285,673
-31% -$9.32M 1.74% 13
2021
Q1 		$30M Buy
921,000
+850,000
+1,197% +$24.5M 2.17% 7
2020
Q4 		$1.82M Sell
71,000
-539,074
-88% -$12.6M 0.18% 119
2020
Q3 		$11.1M Buy
+610,074
New +$12.3M 0.93% 33

Other funds holding EQH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EJF Capital's EQH Position: Q1 2026 in Review

EJF Capital held its Equitable Holdings (EQH) position steady in Q1 2026 at 37,400 shares worth $1.39M. The position accounts for 0.98% of the portfolio, ranked #43.

EJF Capital first reported a position in EQH in Q3 2020 and has held it in 23 quarters since. The position peaked at $30M in Q1 2021. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • EJF Capital held 37,400 shares of Equitable Holdings worth $1.39M as of Q1 2026.
  • EJF Capital left its Equitable Holdings share count unchanged in Q1 2026.
  • Equitable Holdings made up 0.98% of EJF Capital's portfolio in Q1 2026, its #43 holding.
  • EJF Capital first reported a position in Equitable Holdings in Q3 2020 and has held it in 23 quarters since.
  • EJF Capital's Equitable Holdings position peaked at $30M in Q1 2021.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on EJF Capital's 13F filing for Q1 2026, filed 13 May 2026.