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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return