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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
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 $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

Everence Capital Management's EQH Position: Q1 2026 in Review

Everence Capital Management reduced its Equitable Holdings (EQH) stake by 42% in Q1 2026, selling an estimated $173K and leaving 5,665 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #737.

Everence Capital Management first reported a position in EQH in Q4 2024 and has held it in 6 quarters since. The position peaked at $545K in Q2 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Everence Capital Management held 5,665 shares of Equitable Holdings worth $210K as of Q1 2026.
  • Everence Capital Management sold 4,045 Equitable Holdings shares in Q1 2026, an estimated $173K.
  • Equitable Holdings made up 0.01% of Everence Capital Management's portfolio in Q1 2026, its #737 holding.
  • Everence Capital Management first reported a position in Equitable Holdings in Q4 2024 and has held it in 6 quarters since.
  • Everence Capital Management's Equitable Holdings position peaked at $545K in Q2 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.