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SVB Wealth’s Equitable Holdings EQH Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-3,214
Closed -$167K – 862
2025
Q1 		$167K Buy
+3,214
New +$168K 0.01% 334
2024
Q3 		– Sell
-6,078
Closed -$248K – 195
2024
Q2 		$248K Sell
6,078
-1,633
-21% -$64K 0.01% 617
2024
Q1 		$293K Sell
7,711
-900
-10% -$30.6K 0.01% 643
2023
Q4 		$287K Sell
8,611
-3,824
-31% -$112K 0.01% 645
2023
Q3 		$353K Buy
12,435
+1,916
+18% +$54.1K 0.01% 561
2023
Q2 		$286K Buy
+10,519
New +$266K 0.01% 695
2023
Q1 		– Sell
-11,708
Closed -$336K – 1032
2022
Q4 		$336K Buy
+11,708
New +$347K ﹤0.01% 698
2021
Q4 		– Sell
-24,744
Closed -$733K – 859
2021
Q3 		$733K Sell
24,744
-3,087
-11% -$93.5K 0.01% 480
2021
Q2 		$848K Sell
27,831
-23
-0.1% -$750 0.01% 429
2021
Q1 		$908K Sell
27,854
-1,366
-5% -$39.4K 0.01% 367
2020
Q4 		$748K Buy
29,220
+7,143
+32% +$167K 0.01% 384
2020
Q3 		$403K Buy
22,077
+2,956
+15% +$59.4K 0.01% 462
2020
Q2 		$369K Buy
+19,121
New +$342K 0.01% 426

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SVB Wealth's EQH Position: Q2 2025 in Review

SVB Wealth sold out of Equitable Holdings (EQH) in Q2 2025, closing a stake of 3,214 shares — an estimated $167K sold.

SVB Wealth first reported a position in EQH in Q2 2020 and held it in 13 quarters. The position peaked at $908K in Q1 2021. 582 funds tracked by Wall St. Rank hold EQH as of Q2 2025.

  • SVB Wealth reported no remaining Equitable Holdings position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 3,214 Equitable Holdings shares in Q2 2025, an estimated $167K.
  • SVB Wealth first reported a position in Equitable Holdings in Q2 2020 and held it in 13 quarters.
  • SVB Wealth's Equitable Holdings position peaked at $908K in Q1 2021.
  • 582 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.