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BFC Planning, Inc.’s Equitable Holdings EQH Stock Holding History

BFC Planning, Inc.’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
-88
Closed -$3.27K – 3449
2026
Q1 		$3.27K Sell
88
-63
-42% -$2.7K ﹤0.01% 2456
2025
Q4 		$7.2K Sell
151
-2
-1% -$95 ﹤0.01% 2201
2025
Q3 		$7.77K Sell
153
-426
-74% -$22.6K ﹤0.01% 2034
2025
Q2 		$32.5K Buy
579
+490
+551% +$25.2K ﹤0.01% 1297
2025
Q1 		$4.64K Buy
+89
New +$4.66K ﹤0.01% 2044

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

BFC Planning, Inc.'s EQH Position: Q2 2026 in Review

BFC Planning, Inc. sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 88 shares — an estimated $3.27K sold.

BFC Planning, Inc. first reported a position in EQH in Q1 2025 and held it in 5 quarters. The position peaked at $32.5K in Q2 2025. 485 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • BFC Planning, Inc. reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 88 Equitable Holdings shares in Q2 2026, an estimated $3.27K.
  • BFC Planning, Inc. first reported a position in Equitable Holdings in Q1 2025 and held it in 5 quarters.
  • BFC Planning, Inc.'s Equitable Holdings position peaked at $32.5K in Q2 2025.
  • 485 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.