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Heritage Family Offices’s Equinox Gold EQX Stock Holding History

Heritage Family Offices’s Portfolio EQX Stock Details EQX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$405K Hold
41,644
– – 0.16% 117
2026
Q1 		$602K Hold
41,644
– – 0.27% 88
2025
Q4 		$585K Buy
41,644
+30,000
+258% +$379K 0.27% 86
2025
Q3 		$131K Buy
+11,644
New +$92.6K 0.06% 196

Other funds holding EQX

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Heritage Family Offices's EQX Position: Q2 2026 in Review

Heritage Family Offices held its Equinox Gold (EQX) position steady in Q2 2026 at 41,644 shares worth $405K. The position accounts for 0.16% of the portfolio, ranked #117.

Heritage Family Offices first reported a position in EQX in Q3 2025 and has held it in 4 quarters since. The position peaked at $602K in Q1 2026. 327 funds tracked by Wall St. Rank hold EQX as of Q2 2026.

  • Heritage Family Offices held 41,644 shares of Equinox Gold worth $405K as of Q2 2026.
  • Heritage Family Offices left its Equinox Gold share count unchanged in Q2 2026.
  • Equinox Gold made up 0.16% of Heritage Family Offices's portfolio in Q2 2026, its #117 holding.
  • Heritage Family Offices first reported a position in Equinox Gold in Q3 2025 and has held it in 4 quarters since.
  • Heritage Family Offices's Equinox Gold position peaked at $602K in Q1 2026.
  • 327 funds tracked by Wall St. Rank held Equinox Gold as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.