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Richard Bernstein Advisors’s Equitable Holdings EQH Stock Holding History

Richard Bernstein Advisors’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
Q1 		$1.19M Hold
32,152
– – 0.03% 160
2025
Q4 		$1.53M Sell
32,152
-3,424
-10% -$162K 0.05% 89
2025
Q3 		$1.81M Sell
35,576
-51,759
-59% -$2.74M 0.05% 102
2025
Q2 		$4.9M Sell
87,335
-8,559
-9% -$440K 0.12% 70
2025
Q1 		$5M Sell
95,894
-3,965
-4% -$208K 0.12% 61
2024
Q4 		$4.71M Hold
99,859
– – 0.11% 79
2024
Q3 		$4.2M Hold
99,859
– – 0.09% 101
2024
Q2 		$4.08M Hold
99,859
– – 0.09% 91
2024
Q1 		$3.8M Hold
99,859
– – 0.08% 101
2023
Q4 		$3.33M Buy
99,859
+59
+0.1% +$1.73K 0.07% 110
2023
Q3 		$2.83M Buy
+99,800
New +$2.82M 0.06% 117

Other funds holding EQH

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Richard Bernstein Advisors's EQH Position: Q1 2026 in Review

Richard Bernstein Advisors held its Equitable Holdings (EQH) position steady in Q1 2026 at 32,152 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #160.

Richard Bernstein Advisors first reported a position in EQH in Q3 2023 and has held it in 11 quarters since. The position peaked at $5M in Q1 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Richard Bernstein Advisors held 32,152 shares of Equitable Holdings worth $1.19M as of Q1 2026.
  • Richard Bernstein Advisors left its Equitable Holdings share count unchanged in Q1 2026.
  • Equitable Holdings made up 0.03% of Richard Bernstein Advisors's portfolio in Q1 2026, its #160 holding.
  • Richard Bernstein Advisors first reported a position in Equitable Holdings in Q3 2023 and has held it in 11 quarters since.
  • Richard Bernstein Advisors's Equitable Holdings position peaked at $5M in Q1 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.