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Triumph Capital Management’s Equitable Holdings EQH Stock Holding History

Triumph Capital Management’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 		– Sell
-3
Closed -$143 – 1858
2025
Q4 		$143 Buy
+3
New +$142 ﹤0.01% 1731

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VPM
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VCM
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
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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 $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Triumph Capital Management's EQH Position: Q1 2026 in Review

Triumph Capital Management sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 3 shares — an estimated $143 sold.

Triumph Capital Management first reported a position in EQH in Q4 2025 and held it in 1 quarter. The position peaked at $143 in Q4 2025. 541 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Triumph Capital Management reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
  • Triumph Capital Management sold 3 Equitable Holdings shares in Q1 2026, an estimated $143.
  • Triumph Capital Management first reported a position in Equitable Holdings in Q4 2025 and held it in 1 quarter.
  • Triumph Capital Management's Equitable Holdings position peaked at $143 in Q4 2025.
  • 541 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.