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Philadelphia Financial Management of San Francisco’s Equitable Holdings EQH Stock Holding History

Philadelphia Financial Management of San Francisco’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
-500,000
Closed -$28.1M – 67
2025
Q2 		$28.1M Buy
+500,000
New +$25.7M 3.3% 6

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $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 $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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Philadelphia Financial Management of San Francisco's EQH Position: Q2 2025 in Review

Philadelphia Financial Management of San Francisco sold out of Equitable Holdings (EQH) in Q2 2025, closing a stake of 474,225 shares — an estimated $24.4M sold.

Philadelphia Financial Management of San Francisco first reported a position in EQH in Q2 2018 and held it in 17 quarters. The position peaked at $24.7M in Q1 2025. 582 funds tracked by Wall St. Rank hold EQH as of Q2 2025.

  • Philadelphia Financial Management of San Francisco reported no remaining Equitable Holdings position as of Q2 2025 after selling out during the quarter.
  • Philadelphia Financial Management of San Francisco sold 474,225 Equitable Holdings shares in Q2 2025, an estimated $24.4M.
  • Philadelphia Financial Management of San Francisco first reported a position in Equitable Holdings in Q2 2018 and held it in 17 quarters.
  • Philadelphia Financial Management of San Francisco's Equitable Holdings position peaked at $24.7M in Q1 2025.
  • 582 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2025.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q2 2025, filed 14 Aug 2025.