Trust Company of Vermont’s Equitable Holdings EQH Stock Holding History

Trust Company of Vermont’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	$5.57K	Buy	+127	New	+$5.31K	﹤0.01%	991
2025 Q4	$6.05K	Hold	127	–	–	﹤0.01%	910
2025 Q3	$6.45K	Hold	127	–	–	﹤0.01%	891
2025 Q2	$7.13K	Hold	127	–	–	﹤0.01%	871
2025 Q1	$6.62K	Sell	127 -9	-7%	-$471	﹤0.01%	808
2024 Q4	$6.42K	Hold	136	–	–	﹤0.01%	819
2024 Q3	$5.72K	Buy	+136	New	+$5.58K	﹤0.01%	818
2023 Q2	–	Sell	-624	Closed	-$15.8K	–	846
2023 Q1	$15.8K	Hold	624	–	–	﹤0.01%	633
2022 Q4	$17.9K	Hold	624	–	–	﹤0.01%	597
2022 Q3	$16K	Buy	+624	New	+$17.7K	﹤0.01%	632

Other funds holding EQH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Trust Company of Vermont's EQH Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in Equitable Holdings (EQH) in Q2 2026: 127 shares worth $5.57K. The stake represents ﹤0.01% of the portfolio and ranks #991 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in EQH as recently as Q4 2025.

Trust Company of Vermont first reported a position in EQH in Q3 2022 and has held it in 10 quarters since. The position peaked at $17.9K in Q4 2022. 215 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Trust Company of Vermont held 127 shares of Equitable Holdings worth $5.57K as of Q2 2026.
Equitable Holdings was a new Trust Company of Vermont position in Q2 2026.
Equitable Holdings made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #991 holding.
Trust Company of Vermont first reported a position in Equitable Holdings in Q3 2022 and has held it in 10 quarters since.
Trust Company of Vermont's Equitable Holdings position peaked at $17.9K in Q4 2022.
215 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.