Truist Financial
EQH icon

Truist Financial’s Equitable Holdings EQH Stock Holding History

Truist Financial’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 		– Sell
-12,064
Closed -$448K – 2938
2026
Q1 		$448K Sell
12,064
-15,391
-56% -$659K ﹤0.01% 2137
2025
Q4 		$1.31M Sell
27,455
-5,365
-16% -$254K ﹤0.01% 1526
2025
Q3 		$1.67M Buy
32,820
+21,127
+181% +$1.12M ﹤0.01% 1430
2025
Q2 		$656K Buy
11,693
+160
+1% +$8.23K ﹤0.01% 1818
2025
Q1 		$601K Buy
11,533
+1,979
+21% +$104K ﹤0.01% 1771
2024
Q4 		$451K Buy
9,554
+257
+3% +$11.9K ﹤0.01% 1947
2024
Q3 		$391K Buy
9,297
+368
+4% +$15.1K ﹤0.01% 1991
2024
Q2 		$365K Buy
8,929
+2,180
+32% +$85.4K ﹤0.01% 2178
2024
Q1 		$257K Sell
6,749
-1,139
-14% -$38.7K ﹤0.01% 2369
2023
Q4 		$263K Buy
7,888
+684
+9% +$20K ﹤0.01% 2385
2023
Q3 		$205K Buy
+7,204
New +$203K ﹤0.01% 2440
2022
Q2 		– Sell
-15,441
Closed -$477K – 2668
2022
Q1 		$477K Sell
15,441
-1,324
-8% -$43.6K ﹤0.01% 2026
2021
Q4 		$550K Buy
+16,765
New +$550K ﹤0.01% 1961
2020
Q2 		– Sell
-119,754
Closed -$1.73M – 2449
2020
Q1 		$1.73M Buy
119,754
+15,608
+15% +$341K ﹤0.01% 1037
2019
Q4 		$2.58M Buy
+104,146
New +$2.41M 0.01% 1014

Other funds holding EQH

Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial's EQH Position: Q2 2026 in Review

Truist Financial sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 12,064 shares — an estimated $448K sold.

Truist Financial first reported a position in EQH in Q4 2019 and held it in 15 quarters. The position peaked at $2.58M in Q4 2019. 186 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Truist Financial reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
  • Truist Financial sold 12,064 Equitable Holdings shares in Q2 2026, an estimated $448K.
  • Truist Financial first reported a position in Equitable Holdings in Q4 2019 and held it in 15 quarters.
  • Truist Financial's Equitable Holdings position peaked at $2.58M in Q4 2019.
  • 186 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.