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Root Financial Partners’s Equitable Holdings EQH Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-888
Closed -$33K – 1258
2026
Q1 		$33K Buy
888
+347
+64% +$14.9K ﹤0.01% 1060
2025
Q4 		$25.8K Sell
541
-169
-24% -$8.01K ﹤0.01% 1042
2025
Q3 		$36.1K Buy
+710
New +$37.6K ﹤0.01% 804

Other funds holding EQH

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Root Financial Partners's EQH Position: Q2 2026 in Review

Root Financial Partners sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 888 shares — an estimated $33K sold.

Root Financial Partners first reported a position in EQH in Q3 2025 and held it in 3 quarters. The position peaked at $36.1K in Q3 2025. 122 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Root Financial Partners reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 888 Equitable Holdings shares in Q2 2026, an estimated $33K.
  • Root Financial Partners first reported a position in Equitable Holdings in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Equitable Holdings position peaked at $36.1K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.