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Everence Capital Management’s Equitable Holdings EQH Stock Holding History

Everence Capital Management’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 		$539K Buy
12,284
+6,619
+117% +$277K 0.03% 393
2026
Q1 		$210K Sell
5,665
-4,045
-42% -$173K 0.01% 737
2025
Q4 		$463K Hold
9,710
– – 0.03% 415
2025
Q3 		$493K Hold
9,710
– – 0.03% 392
2025
Q2 		$545K Hold
9,710
– – 0.04% 348
2025
Q1 		$506K Hold
9,710
– – 0.03% 363
2024
Q4 		$458K Buy
+9,710
New +$448K 0.03% 395

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 $3.37T AUM 44.26% 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

Everence Capital Management's EQH Position: Q2 2026 in Review

Everence Capital Management increased its Equitable Holdings (EQH) stake by 117% in Q2 2026, buying an estimated $277K and bringing the position to 12,284 shares worth $539K. The position accounts for 0.03% of the portfolio, ranked #393.

Everence Capital Management first reported a position in EQH in Q4 2024 and has held it in 7 quarters since. The position peaked at $545K in Q2 2025. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Everence Capital Management held 12,284 shares of Equitable Holdings worth $539K as of Q2 2026.
  • Everence Capital Management bought 6,619 Equitable Holdings shares in Q2 2026, an estimated $277K.
  • Equitable Holdings made up 0.03% of Everence Capital Management's portfolio in Q2 2026, its #393 holding.
  • Everence Capital Management first reported a position in Equitable Holdings in Q4 2024 and has held it in 7 quarters since.
  • Everence Capital Management's Equitable Holdings position peaked at $545K in Q2 2025.
  • 483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.