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Sunrise Financial Services’s Equitable Holdings EQH Stock Holding History

Sunrise Financial Services’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 		$1.98K Hold
45
– – ﹤0.01% 397
2026
Q1 		$1.67K Hold
45
– – ﹤0.01% 432
2025
Q4 		$2.14K Buy
+45
New +$2.13K ﹤0.01% 349

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Vanguard Portfolio Management
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Vanguard Capital Management
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Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Sunrise Financial Services's EQH Position: Q2 2026 in Review

Sunrise Financial Services held its Equitable Holdings (EQH) position steady in Q2 2026 at 45 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Sunrise Financial Services first reported a position in EQH in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.14K in Q4 2025. 482 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Sunrise Financial Services held 45 shares of Equitable Holdings worth $1.98K as of Q2 2026.
  • Sunrise Financial Services left its Equitable Holdings share count unchanged in Q2 2026.
  • Equitable Holdings made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #397 holding.
  • Sunrise Financial Services first reported a position in Equitable Holdings in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Equitable Holdings position peaked at $2.14K in Q4 2025.
  • 482 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.