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Summit Trail Advisors’s Equitable Holdings EQH Stock Holding History

Summit Trail 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
Q2 		$1.58M Buy
36,051
+13,901
+63% +$581K 0.02% 760
2026
Q1 		$822K Buy
22,150
+5,675
+34% +$243K 0.01% 1003
2025
Q4 		$785K Buy
16,475
+320
+2% +$15.2K 0.01% 927
2025
Q3 		$820K Buy
16,155
+11,906
+280% +$631K 0.01% 925
2025
Q2 		$238K Buy
+4,249
New +$219K ﹤0.01% 996

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Summit Trail Advisors's EQH Position: Q2 2026 in Review

Summit Trail Advisors increased its Equitable Holdings (EQH) stake by 63% in Q2 2026, buying an estimated $581K and bringing the position to 36,051 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #760.

Summit Trail Advisors first reported a position in EQH in Q2 2025 and has held it in 5 quarters since. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Summit Trail Advisors held 36,051 shares of Equitable Holdings worth $1.58M as of Q2 2026.
  • Summit Trail Advisors bought 13,901 Equitable Holdings shares in Q2 2026, an estimated $581K.
  • Equitable Holdings made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #760 holding.
  • Summit Trail Advisors first reported a position in Equitable Holdings in Q2 2025 and has held it in 5 quarters since.
  • 484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.