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Petrus Trust Company’s Equitable Holdings EQH Stock Holding History

Petrus 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
2025
Q3 		– Sell
-4,404
Closed -$247K – 288
2025
Q2 		$247K Sell
4,404
-5,185
-54% -$267K 0.03% 397
2025
Q1 		$499K Sell
9,589
-4,318
-31% -$226K 0.05% 190
2024
Q4 		$656K Sell
13,907
-2,835
-17% -$131K 0.06% 117
2024
Q3 		$704K Buy
+16,742
New +$687K 0.07% 98
2024
Q2 		– Sell
-5,624
Closed -$214K – 630
2024
Q1 		$214K Sell
5,624
-9,488
-63% -$323K 0.02% 561
2023
Q4 		$503K Buy
15,112
+66
+0.4% +$1.93K 0.05% 217
2023
Q3 		$427K Buy
15,046
+5,113
+51% +$144K 0.05% 228
2023
Q2 		$270K Buy
+9,933
New +$251K 0.03% 424
2020
Q1 		– Sell
-8,954
Closed -$222K – 217
2019
Q4 		$222K Sell
8,954
-686
-7% -$15.9K 0.04% 223
2019
Q3 		$214K Sell
9,640
-6,900
-42% -$148K 0.04% 201
2019
Q2 		$346K Buy
+16,540
New +$356K 0.06% 78

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Petrus Trust Company's EQH Position: Q3 2025 in Review

Petrus Trust Company sold out of Equitable Holdings (EQH) in Q3 2025, closing a stake of 4,404 shares — an estimated $247K sold.

Petrus Trust Company first reported a position in EQH in Q2 2019 and held it in 11 quarters. The position peaked at $704K in Q3 2024. 562 funds tracked by Wall St. Rank hold EQH as of Q3 2025.

  • Petrus Trust Company reported no remaining Equitable Holdings position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 4,404 Equitable Holdings shares in Q3 2025, an estimated $247K.
  • Petrus Trust Company first reported a position in Equitable Holdings in Q2 2019 and held it in 11 quarters.
  • Petrus Trust Company's Equitable Holdings position peaked at $704K in Q3 2024.
  • 562 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.