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Gillson Capital’s Equitable Holdings EQH Stock Holding History

Gillson 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 		$7.79M Buy
+210,000
New +$9M 0.64% 48
2025
Q3 		– Sell
-486,260
Closed -$27.3M – 79
2025
Q2 		$27.3M Buy
486,260
+314,023
+182% +$16.2M 2.08% 21
2025
Q1 		$8.97M Sell
172,237
-137,429
-44% -$7.19M 0.77% 49
2024
Q4 		$14.6M Buy
+309,666
New +$14.3M 1.32% 32
2024
Q3 		– Sell
-772,384
Closed -$31.6M – 78
2024
Q2 		$31.6M Sell
772,384
-32,616
-4% -$1.28M 3.05% 8
2024
Q1 		$30.6M Buy
+805,000
New +$27.4M 2.91% 12
2023
Q3 		– Sell
-1,202,894
Closed -$32.7M – 99
2023
Q2 		$32.7M Sell
1,202,894
-233,347
-16% -$5.91M 2.88% 7
2023
Q1 		$36.5M Buy
1,436,241
+939,065
+189% +$27.7M 3.02% 8
2022
Q4 		$14.3M Sell
497,176
-233,525
-32% -$6.91M 1.08% 34
2022
Q3 		$19.3M Sell
730,701
-638,888
-47% -$18.2M 1.77% 20
2022
Q2 		$35.7M Buy
1,369,589
+400,784
+41% +$11.6M 3.46% 3
2022
Q1 		$29.9M Sell
968,805
-311,651
-24% -$10.3M 2.39% 7
2021
Q4 		$42M Sell
1,280,456
-97,029
-7% -$3.18M 2.74% 2
2021
Q3 		$40.8M Buy
1,377,485
+724,875
+111% +$21.9M 2.99% 5
2021
Q2 		$19.9M Buy
652,610
+169,636
+35% +$5.53M 1.86% 8
2021
Q1 		$15.8M Buy
482,974
+369,918
+327% +$10.7M 1.33% 22
2020
Q4 		$2.89M Buy
+113,056
New +$2.64M 0.32% 77
2020
Q3 		– Sell
-355,659
Closed -$6.86M – 85
2020
Q2 		$6.86M Sell
355,659
-1,170,685
-77% -$20.9M 1.23% 36
2020
Q1 		$22.1M Sell
1,526,344
-45,778
-3% -$1,000K 3.74% 4
2019
Q4 		$39M Buy
1,572,122
+1,115,788
+245% +$25.9M 3.35% 9
2019
Q3 		$10.1M Sell
456,334
-298,505
-40% -$6.4M 0.93% 32
2019
Q2 		$15.8M Buy
754,839
+45,579
+6% +$981K 1.55% 27
2019
Q1 		$14.3M Sell
709,260
-1,077,972
-60% -$20.6M 1.84% 24
2018
Q4 		$29.7M Buy
1,787,232
+839,931
+89% +$16.4M 4.05% 6
2018
Q3 		$20.3M Sell
947,301
-298,362
-24% -$6.54M 2.62% 13
2018
Q2 		$25.7M Buy
+1,245,663
New +$26.5M 3.64% 4

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

Gillson Capital's EQH Position: Q1 2026 in Review

Gillson Capital opened a new position in Equitable Holdings (EQH) in Q1 2026: 210,000 shares worth $7.79M. The stake represents 0.64% of the portfolio and ranks #48 among its holdings. This is a return to the name: Gillson Capital previously reported a position in EQH as recently as Q2 2025.

Gillson Capital first reported a position in EQH in Q2 2018 and has held it in 26 quarters since. The position peaked at $42M in Q4 2021. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Gillson Capital held 210,000 shares of Equitable Holdings worth $7.79M as of Q1 2026.
  • Equitable Holdings was a new Gillson Capital position in Q1 2026.
  • Equitable Holdings made up 0.64% of Gillson Capital's portfolio in Q1 2026, its #48 holding.
  • Gillson Capital first reported a position in Equitable Holdings in Q2 2018 and has held it in 26 quarters since.
  • Gillson Capital's Equitable Holdings position peaked at $42M in Q4 2021.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Gillson Capital's 13F filing for Q1 2026, filed 15 May 2026.