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Kempner Capital Management’s Equitable Holdings EQH Stock Holding History

Kempner Capital Management’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
2025
Q4 		$2.22M Sell
46,026
-4,479
-9% -$212K 2.1% 24
2025
Q3 		$2.56M Sell
50,505
-44,274
-47% -$2.35M 2.13% 22
2025
Q2 		$5.32M Hold
94,779
– – 2.85% 15
2025
Q1 		$4.94M Sell
94,779
-40,606
-30% -$2.13M 2.78% 16
2024
Q4 		$6.39M Sell
135,385
-23,987
-15% -$1.11M 3.51% 6
2024
Q3 		$6.7M Hold
159,372
– – 3.43% 6
2024
Q2 		$6.51M Hold
159,372
– – 3.45% 6
2024
Q1 		$6.06M Sell
159,372
-10
-0% -$340 3.28% 8
2023
Q4 		$5.31M Sell
159,382
-46
-0% -$1.35K 2.97% 15
2023
Q3 		$4.53M Hold
159,428
– – 2.72% 14
2023
Q2 		$4.33M Hold
159,428
– – 2.77% 16
2023
Q1 		$4.05M Buy
159,428
+30,709
+24% +$906K 2.37% 23
2022
Q4 		$3.69M Sell
128,719
-621
-0.5% -$18.4K 2.24% 22
2022
Q3 		$3.41M Hold
129,340
– – 2.25% 19
2022
Q2 		$3.37M Hold
129,340
– – 2.05% 26
2022
Q1 		$4M Sell
129,340
-854
-0.7% -$28.1K 2.19% 18
2021
Q4 		$4.27M Sell
130,194
-386
-0.3% -$12.7K 2.52% 16
2021
Q3 		$3.87M Buy
+130,580
New +$3.95M 2.21% 16

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Kempner Capital Management's EQH Position: Q4 2025 in Review

Kempner Capital Management reduced its Equitable Holdings (EQH) stake by 8.9% in Q4 2025, selling an estimated $212K and leaving 46,026 shares worth $2.22M. The position accounts for 2.1% of the portfolio, ranked #24.

Kempner Capital Management first reported a position in EQH in Q3 2021 and has held it in 18 quarters since. The position peaked at $6.7M in Q3 2024. 551 funds tracked by Wall St. Rank hold EQH as of Q4 2025.

  • Kempner Capital Management held 46,026 shares of Equitable Holdings worth $2.22M as of Q4 2025.
  • Kempner Capital Management sold 4,479 Equitable Holdings shares in Q4 2025, an estimated $212K.
  • Equitable Holdings made up 2.1% of Kempner Capital Management's portfolio in Q4 2025, its #24 holding.
  • Kempner Capital Management first reported a position in Equitable Holdings in Q3 2021 and has held it in 18 quarters since.
  • Kempner Capital Management's Equitable Holdings position peaked at $6.7M in Q3 2024.
  • 551 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2025.

Based on Kempner Capital Management's 13F filing for Q4 2025, filed 12 Jan 2026.