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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
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 $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 Trail Advisors's EQH Position: Q1 2026 in Review

Summit Trail Advisors increased its Equitable Holdings (EQH) stake by 34% in Q1 2026, buying an estimated $243K and bringing the position to 22,150 shares worth $822K. The position accounts for 0.01% of the portfolio, ranked #1003.

Summit Trail Advisors first reported a position in EQH in Q2 2025 and has held it in 4 quarters since. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Summit Trail Advisors held 22,150 shares of Equitable Holdings worth $822K as of Q1 2026.
  • Summit Trail Advisors bought 5,675 Equitable Holdings shares in Q1 2026, an estimated $243K.
  • Equitable Holdings made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1003 holding.
  • Summit Trail Advisors first reported a position in Equitable Holdings in Q2 2025 and has held it in 4 quarters since.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.