Mackenzie Financial
EQH icon

Mackenzie Financial’s Equitable Holdings EQH Stock Holding History

Mackenzie Financial’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
-38,049
Closed -$1.83M – 1521
2025
Q4 		$1.83M Sell
38,049
-7,465
-16% -$354K ﹤0.01% 902
2025
Q3 		$2.31M Buy
45,514
+829
+2% +$43.9K ﹤0.01% 791
2025
Q2 		$2.51M Buy
44,685
+5,207
+13% +$268K ﹤0.01% 738
2025
Q1 		$2.06M Buy
39,478
+6,237
+19% +$327K ﹤0.01% 779
2024
Q4 		$1.57M Sell
33,241
-3,428
-9% -$158K ﹤0.01% 841
2024
Q3 		$1.54M Buy
+36,669
New +$1.5M ﹤0.01% 781
2024
Q2 		– Sell
-30,736
Closed -$1.17M – 1564
2024
Q1 		$1.17M Buy
+30,736
New +$1.05M ﹤0.01% 848
2023
Q1 		– Sell
-47,932
Closed -$1.38M – 1546
2022
Q4 		$1.38M Buy
47,932
+37,723
+370% +$1.12M ﹤0.01% 731
2022
Q3 		$269K Buy
+10,209
New +$290K ﹤0.01% 1131
2020
Q4 		– Sell
-18,570
Closed -$339K – 1054
2020
Q3 		$339K Sell
18,570
-30,430
-62% -$612K ﹤0.01% 855
2020
Q2 		$945K Buy
+49,000
New +$876K ﹤0.01% 676
2019
Q2 		– Sell
-25,770
Closed -$519K – 1136
2019
Q1 		$519K Buy
+25,770
New +$492K ﹤0.01% 1018

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mackenzie Financial's EQH Position: Q1 2026 in Review

Mackenzie Financial sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 38,049 shares — an estimated $1.83M sold.

Mackenzie Financial first reported a position in EQH in Q1 2019 and held it in 12 quarters. The position peaked at $2.51M in Q2 2025. 542 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Mackenzie Financial reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
  • Mackenzie Financial sold 38,049 Equitable Holdings shares in Q1 2026, an estimated $1.83M.
  • Mackenzie Financial first reported a position in Equitable Holdings in Q1 2019 and held it in 12 quarters.
  • Mackenzie Financial's Equitable Holdings position peaked at $2.51M in Q2 2025.
  • 542 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.