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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Pinnacle Wealth Planning Services's EQH Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Equitable Holdings (EQH) stake by 2.2% in Q2 2026, buying an estimated $167 and bringing the position to 187 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #2140.

Pinnacle Wealth Planning Services first reported a position in EQH in Q4 2020 and has held it in 4 quarters since. The position peaked at $44.1K in Q4 2025. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Pinnacle Wealth Planning Services held 187 shares of Equitable Holdings worth $8.21K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 4 Equitable Holdings shares in Q2 2026, an estimated $167.
  • Equitable Holdings made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2140 holding.
  • Pinnacle Wealth Planning Services first reported a position in Equitable Holdings in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Equitable Holdings position peaked at $44.1K in Q4 2025.
  • 483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.