JVBC
EQH icon

J.V. Bruni & Co’s Equitable Holdings EQH Stock Holding History

J.V. Bruni & Co’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 		$25.1M Buy
675,462
+255
+0% +$10.9K 2.62% 18
2025
Q4 		$32.2M Buy
675,207
+542
+0.1% +$25.7K 3.16% 14
2025
Q3 		$34.3M Buy
674,665
+271
+0% +$14.4K 3.46% 14
2025
Q2 		$37.8M Buy
674,394
+45,347
+7% +$2.33M 3.98% 11
2025
Q1 		$32.8M Buy
+629,047
New +$32.9M 3.81% 13

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

J.V. Bruni & Co's EQH Position: Q1 2026 in Review

J.V. Bruni & Co increased its Equitable Holdings (EQH) stake by 0.04% in Q1 2026, buying an estimated $10.9K and bringing the position to 675,462 shares worth $25.1M. The position accounts for 2.62% of the portfolio, ranked #18.

J.V. Bruni & Co first reported a position in EQH in Q1 2025 and has held it in 5 quarters since. The position peaked at $37.8M in Q2 2025. 540 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • J.V. Bruni & Co held 675,462 shares of Equitable Holdings worth $25.1M as of Q1 2026.
  • J.V. Bruni & Co bought 255 Equitable Holdings shares in Q1 2026, an estimated $10.9K.
  • Equitable Holdings made up 2.62% of J.V. Bruni & Co's portfolio in Q1 2026, its #18 holding.
  • J.V. Bruni & Co first reported a position in Equitable Holdings in Q1 2025 and has held it in 5 quarters since.
  • J.V. Bruni & Co's Equitable Holdings position peaked at $37.8M in Q2 2025.
  • 540 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on J.V. Bruni & Co's 13F filing for Q1 2026, filed 7 May 2026.