Riverview Trust Company’s Equitable Holdings EQH Stock Holding History

Riverview 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 Q1	–	Sell	-21	Closed	-$991	–	676
2024 Q4	$991	Hold	21	–	–	﹤0.01%	637
2024 Q3	$883	Buy	+21	New	+$862	﹤0.01%	656
2023 Q2	–	Sell	-485	Closed	-$12.3K	–	696
2023 Q1	$12.3K	Hold	485	–	–	0.01%	624
2022 Q4	$14K	Hold	485	–	–	0.01%	471
2022 Q3	$13K	Buy	+485	New	+$13.8K	0.01%	503
2022 Q2	–	Sell	-813	Closed	-$25K	–	753
2022 Q1	$25K	Buy	+813	New	+$26.8K	0.02%	385

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Riverview Trust Company's EQH Position: Q1 2025 in Review

Riverview Trust Company sold out of Equitable Holdings (EQH) in Q1 2025, closing a stake of 21 shares — an estimated $991 sold.

Riverview Trust Company first reported a position in EQH in Q1 2022 and held it in 6 quarters. The position peaked at $25K in Q1 2022. 575 funds tracked by Wall St. Rank hold EQH as of Q1 2025.

Riverview Trust Company reported no remaining Equitable Holdings position as of Q1 2025 after selling out during the quarter.
Riverview Trust Company sold 21 Equitable Holdings shares in Q1 2025, an estimated $991.
Riverview Trust Company first reported a position in Equitable Holdings in Q1 2022 and held it in 6 quarters.
Riverview Trust Company's Equitable Holdings position peaked at $25K in Q1 2022.
575 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2025.

Based on Riverview Trust Company's 13F filing for Q1 2025, filed 11 Apr 2025.