Pinnacle Wealth Planning Services
EQH icon

Pinnacle Wealth Planning Services’s Equitable Holdings EQH Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$9.7K Buy
189
+2
+1% +$101 ﹤0.01% 2092
2026
Q2 		$8.21K Buy
187
+4
+2% +$167 ﹤0.01% 2140
2026
Q1 		$6.79K Sell
183
-742
-80% -$31.8K ﹤0.01% 2158
2025
Q4 		$44.1K Buy
+925
New +$43.9K ﹤0.01% 1281
2021
Q1 		– Sell
-126
Closed -$3K – 847
2020
Q4 		$3K Buy
+126
New +$2.95K ﹤0.01% 1808

Other funds holding EQH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Thornburg Investment Management
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 21.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Pinnacle Wealth Planning Services's EQH Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Equitable Holdings (EQH) stake by 1.1% in Q3 2026, buying an estimated $101 and bringing the position to 189 shares worth $9.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2092.

Pinnacle Wealth Planning Services first reported a position in EQH in Q4 2020 and has held it in 5 quarters since. The position peaked at $44.1K in Q4 2025. 431 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

  • Pinnacle Wealth Planning Services held 189 shares of Equitable Holdings worth $9.7K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 2 Equitable Holdings shares in Q3 2026, an estimated $101.
  • Equitable Holdings made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2092 holding.
  • Pinnacle Wealth Planning Services first reported a position in Equitable Holdings in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Equitable Holdings position peaked at $44.1K in Q4 2025.
  • 431 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.