Merit Financial Group’s Equitable Holdings EQH Stock Holding History

Merit Financial Group’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	$504K	Sell	11,490 -2,401	-17%	-$100K	﹤0.01%	1488
2026 Q1	$515K	Buy	13,891 +3,270	+31%	+$140K	﹤0.01%	1360
2025 Q4	$506K	Buy	10,621 +357	+3%	+$16.9K	﹤0.01%	1304
2025 Q3	$521K	Buy	10,264 +73	+0.7%	+$3.87K	﹤0.01%	1169
2025 Q2	$572K	Buy	10,191 +3,711	+57%	+$191K	0.01%	1038
2025 Q1	$338K	Buy	+6,480	New	+$339K	0.01%	1081

Other funds holding EQH

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 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

Merit Financial Group's EQH Position: Q2 2026 in Review

Merit Financial Group reduced its Equitable Holdings (EQH) stake by 17% in Q2 2026, selling an estimated $100K and leaving 11,490 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

Merit Financial Group first reported a position in EQH in Q1 2025 and has held it in 6 quarters since. The position peaked at $572K in Q2 2025. 67 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Merit Financial Group held 11,490 shares of Equitable Holdings worth $504K as of Q2 2026.
Merit Financial Group sold 2,401 Equitable Holdings shares in Q2 2026, an estimated $100K.
Equitable Holdings made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1488 holding.
Merit Financial Group first reported a position in Equitable Holdings in Q1 2025 and has held it in 6 quarters since.
Merit Financial Group's Equitable Holdings position peaked at $572K in Q2 2025.
67 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.