MTC
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Matrix Trust Company’s Equitable Holdings EQH Stock Holding History

Matrix Trust Company’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 		– Sell
-553
Closed -$21K – 123
2026
Q1 		$21K Buy
+553
New +$23.7K ﹤0.01% 115

Other funds holding EQH

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LWMM
Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Matrix Trust Company's EQH Position: Q2 2026 in Review

Matrix Trust Company sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 553 shares — an estimated $21K sold.

Matrix Trust Company first reported a position in EQH in Q1 2026 and held it in 1 quarter. The position peaked at $21K in Q1 2026. 43 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Matrix Trust Company reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
  • Matrix Trust Company sold 553 Equitable Holdings shares in Q2 2026, an estimated $21K.
  • Matrix Trust Company first reported a position in Equitable Holdings in Q1 2026 and held it in 1 quarter.
  • Matrix Trust Company's Equitable Holdings position peaked at $21K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Matrix Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.