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Greenleaf Trust’s Equitable Holdings EQH Stock Holding History

Greenleaf Trust’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 		$770K Hold
17,559
– – 0.01% 423
2026
Q1 		$652K Hold
17,559
– – 0.01% 434
2025
Q4 		$837K Sell
17,559
-46
-0.3% -$2.18K 0.01% 375
2025
Q3 		$894K Buy
17,605
+650
+4% +$34.4K 0.01% 354
2025
Q2 		$951K Sell
16,955
-854
-5% -$43.9K 0.01% 326
2025
Q1 		$928K Hold
17,809
– – 0.01% 344
2024
Q4 		$840K Hold
17,809
– – 0.01% 372
2024
Q3 		$749K Hold
17,809
– – 0.01% 412
2024
Q2 		$728K Sell
17,809
-16
-0.1% -$627 0.01% 376
2024
Q1 		$678K Sell
17,825
-148
-0.8% -$5.03K 0.01% 388
2023
Q4 		$599K Buy
17,973
+168
+0.9% +$4.92K 0.01% 412
2023
Q3 		$505K Buy
17,805
+20
+0.1% +$565 0.01% 429
2023
Q2 		$483K Sell
17,785
-2,515
-12% -$63.7K 0.01% 460
2023
Q1 		$515K Sell
20,300
-354
-2% -$10.4K 0.01% 447
2022
Q4 		$593K Buy
20,654
+1,041
+5% +$30.8K 0.01% 400
2022
Q3 		$517K Buy
19,613
+632
+3% +$18K 0.01% 390
2022
Q2 		$495K Buy
18,981
+10
+0.1% +$290 0.01% 396
2022
Q1 		$586K Buy
18,971
+1,498
+9% +$49.4K 0.01% 373
2021
Q4 		$573K Buy
17,473
+53
+0.3% +$1.74K 0.01% 380
2021
Q3 		$516K Buy
17,420
+68
+0.4% +$2.06K 0.01% 382
2021
Q2 		$528K Hold
17,352
– – 0.01% 377
2021
Q1 		$566K Hold
17,352
– – 0.01% 342
2020
Q4 		$444K Hold
17,352
– – 0.01% 370
2020
Q3 		$317K Sell
17,352
-242
-1% -$4.87K ﹤0.01% 398
2020
Q2 		$339K Buy
+17,594
New +$314K 0.01% 372
2020
Q1 		– Sell
-26,438
Closed -$655K – 524
2019
Q4 		$655K Buy
+26,438
New +$613K 0.01% 234
2019
Q3 		– Sell
-39,286
Closed -$821K – 566
2019
Q2 		$821K Buy
+39,286
New +$845K 0.01% 190
2018
Q4 		– Sell
-31,811
Closed -$682K – 513
2018
Q3 		$682K Buy
+31,811
New +$697K 0.01% 228

Other funds holding EQH

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Greenleaf Trust's EQH Position: Q2 2026 in Review

Greenleaf Trust held its Equitable Holdings (EQH) position steady in Q2 2026 at 17,559 shares worth $770K. The position accounts for 0.01% of the portfolio, ranked #423.

Greenleaf Trust first reported a position in EQH in Q3 2018 and has held it in 28 quarters since. The position peaked at $951K in Q2 2025. 63 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Greenleaf Trust held 17,559 shares of Equitable Holdings worth $770K as of Q2 2026.
  • Greenleaf Trust left its Equitable Holdings share count unchanged in Q2 2026.
  • Equitable Holdings made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #423 holding.
  • Greenleaf Trust first reported a position in Equitable Holdings in Q3 2018 and has held it in 28 quarters since.
  • Greenleaf Trust's Equitable Holdings position peaked at $951K in Q2 2025.
  • 63 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.