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Trifecta Capital Advisors’s Equitable Holdings EQH Stock Holding History

Trifecta Capital 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
2025
Q3 		– Sell
-18
Closed -$1.01K – 481
2025
Q2 		$1.01K Buy
+18
New +$926 ﹤0.01% 425

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Trifecta Capital Advisors's EQH Position: Q3 2025 in Review

Trifecta Capital Advisors sold out of Equitable Holdings (EQH) in Q3 2025, closing a stake of 18 shares — an estimated $1.01K sold.

Trifecta Capital Advisors first reported a position in EQH in Q2 2025 and held it in 1 quarter. The position peaked at $1.01K in Q2 2025. 563 funds tracked by Wall St. Rank hold EQH as of Q3 2025.

  • Trifecta Capital Advisors reported no remaining Equitable Holdings position as of Q3 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 18 Equitable Holdings shares in Q3 2025, an estimated $1.01K.
  • Trifecta Capital Advisors first reported a position in Equitable Holdings in Q2 2025 and held it in 1 quarter.
  • Trifecta Capital Advisors's Equitable Holdings position peaked at $1.01K in Q2 2025.
  • 563 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2025.

Based on Trifecta Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.