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Summit Securities Group’s Equitable Holdings EQH Stock Holding History

Summit Securities Group’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 		– Sell
-2
Closed -$95 – 1141
2025
Q4 		$95 Buy
+2
New +$95 ﹤0.01% 971
2022
Q1 		– Sell
-7,500
Closed -$246K – 1169
2021
Q4 		$246K Buy
+7,500
New +$246K 0.01% 549

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

Summit Securities Group's EQH Position: Q1 2026 in Review

Summit Securities Group sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 2 shares — an estimated $95 sold.

Summit Securities Group first reported a position in EQH in Q4 2021 and held it in 2 quarters. The position peaked at $246K in Q4 2021. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Summit Securities Group reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 2 Equitable Holdings shares in Q1 2026, an estimated $95.
  • Summit Securities Group first reported a position in Equitable Holdings in Q4 2021 and held it in 2 quarters.
  • Summit Securities Group's Equitable Holdings position peaked at $246K in Q4 2021.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.