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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
Q2 		$33.7M Buy
766,929
+91,467
+14% +$3.82M 3.07% 13
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 $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

J.V. Bruni & Co's EQH Position: Q2 2026 in Review

J.V. Bruni & Co increased its Equitable Holdings (EQH) stake by 14% in Q2 2026, buying an estimated $3.82M and bringing the position to 766,929 shares worth $33.7M. The position accounts for 3.07% of the portfolio, ranked #13.

J.V. Bruni & Co first reported a position in EQH in Q1 2025 and has held it in 6 quarters since. The position peaked at $37.8M in Q2 2025. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • J.V. Bruni & Co held 766,929 shares of Equitable Holdings worth $33.7M as of Q2 2026.
  • J.V. Bruni & Co bought 91,467 Equitable Holdings shares in Q2 2026, an estimated $3.82M.
  • Equitable Holdings made up 3.07% of J.V. Bruni & Co's portfolio in Q2 2026, its #13 holding.
  • J.V. Bruni & Co first reported a position in Equitable Holdings in Q1 2025 and has held it in 6 quarters since.
  • J.V. Bruni & Co's Equitable Holdings position peaked at $37.8M in Q2 2025.
  • 484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on J.V. Bruni & Co's 13F filing for Q2 2026, filed 10 Aug 2026.