Hyperion Capital Advisors’s Equitable Holdings EQH Stock Holding History

Hyperion Capital Advisors’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	$320K	Buy	8,611 +2,550	+42%	+$109K	0.15%	48
2025 Q4	$289K	Hold	6,061	–	–	0.14%	53
2025 Q3	$308K	Hold	6,061	–	–	0.16%	46
2025 Q2	$340K	Hold	6,061	–	–	0.21%	41
2025 Q1	$316K	Hold	6,061	–	–	0.17%	48
2024 Q4	$286K	Hold	6,061	–	–	0.15%	62
2024 Q3	$255K	Sell	6,061 -200,000	-97%	-$8.21M	0.12%	84
2024 Q2	$8.42M	Hold	206,061	–	–	3.95%	9
2024 Q1	$7.83M	Hold	206,061	–	–	3.69%	10
2023 Q4	$6.86M	Hold	206,061	–	–	3.71%	10
2023 Q3	$5.85M	Hold	206,061	–	–	3.21%	11
2023 Q2	$5.6M	Hold	206,061	–	–	3.04%	14
2023 Q1	$5.23M	Hold	206,061	–	–	2.51%	14
2022 Q4	$5.91M	Buy	206,061 +6,000	+3%	+$178K	2.92%	11
2022 Q3	$5.27M	Hold	200,061	–	–	2.6%	13
2022 Q2	$5.22M	Buy	200,061 +61	+0%	+$1.77K	2.43%	13
2022 Q1	$6.18M	Hold	200,000	–	–	2.34%	12
2021 Q4	$6.56M	Hold	200,000	–	–	1.46%	15
2021 Q3	$5.93M	Hold	200,000	–	–	1.57%	13
2021 Q2	$6.09M	Hold	200,000	–	–	1.74%	12
2021 Q1	$6.52M	Hold	200,000	–	–	2.11%	11
2020 Q4	$5.12M	Buy	+200,000	New	+$4.68M	2.02%	11

Other funds holding EQH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hyperion Capital Advisors's EQH Position: Q1 2026 in Review

Hyperion Capital Advisors increased its Equitable Holdings (EQH) stake by 42% in Q1 2026, buying an estimated $109K and bringing the position to 8,611 shares worth $320K. The position accounts for 0.15% of the portfolio, ranked #48.

Hyperion Capital Advisors first reported a position in EQH in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.42M in Q2 2024. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

Hyperion Capital Advisors held 8,611 shares of Equitable Holdings worth $320K as of Q1 2026.
Hyperion Capital Advisors bought 2,550 Equitable Holdings shares in Q1 2026, an estimated $109K.
Equitable Holdings made up 0.15% of Hyperion Capital Advisors's portfolio in Q1 2026, its #48 holding.
Hyperion Capital Advisors first reported a position in Equitable Holdings in Q4 2020 and has held it in 22 quarters since.
Hyperion Capital Advisors's Equitable Holdings position peaked at $8.42M in Q2 2024.
539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

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