KAS
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Kestra Advisory Services’s Equitable Holdings EQH Stock Holding History

Kestra Advisory Services’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 		– Sell
-2,925
Closed -$139K – 3486
2025
Q4 		$139K Buy
+2,925
New +$139K ﹤0.01% 3185
2023
Q3 		– Sell
-11,244
Closed -$305K – 2146
2023
Q2 		$305K Buy
11,244
+378
+3% +$9.57K ﹤0.01% 1600
2023
Q1 		$276K Sell
10,866
-3,296
-23% -$97.3K ﹤0.01% 1622
2022
Q4 		$406K Buy
14,162
+801
+6% +$23.7K ﹤0.01% 1533
2022
Q3 		$352K Sell
13,361
-6,712
-33% -$191K ﹤0.01% 1516
2022
Q2 		$523K Buy
20,073
+5,736
+40% +$166K 0.01% 1305
2022
Q1 		$443K Sell
14,337
-207
-1% -$6.82K ﹤0.01% 1355
2021
Q4 		$477K Sell
14,544
-1,451
-9% -$47.6K ﹤0.01% 1348
2021
Q3 		$474K Buy
15,995
+398
+3% +$12K ﹤0.01% 1409
2021
Q2 		$475K Sell
15,597
-1,952
-11% -$63.7K 0.01% 1304
2021
Q1 		$572K Buy
17,549
+1,334
+8% +$38.5K 0.01% 1126
2020
Q4 		$409K Buy
16,215
+2,234
+16% +$52.3K ﹤0.01% 1313
2020
Q3 		$255K Buy
+13,981
New +$281K ﹤0.01% 1181

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

Kestra Advisory Services's EQH Position: Q1 2026 in Review

Kestra Advisory Services sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 2,925 shares — an estimated $139K sold.

Kestra Advisory Services first reported a position in EQH in Q3 2020 and held it in 13 quarters. The position peaked at $572K in Q1 2021. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Kestra Advisory Services reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,925 Equitable Holdings shares in Q1 2026, an estimated $139K.
  • Kestra Advisory Services first reported a position in Equitable Holdings in Q3 2020 and held it in 13 quarters.
  • Kestra Advisory Services's Equitable Holdings position peaked at $572K in Q1 2021.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.