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Trust Point Inc’s Equitable Holdings EQH Stock Holding History

Trust Point Inc’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
-4,117
Closed -$214K – 435
2025
Q1 		$214K Sell
4,117
-273
-6% -$14.3K 0.02% 427
2024
Q4 		$207K Buy
+4,390
New +$203K 0.01% 542

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Trust Point Inc's EQH Position: Q2 2025 in Review

Trust Point Inc sold out of Equitable Holdings (EQH) in Q2 2025, closing a stake of 4,117 shares — an estimated $214K sold.

Trust Point Inc first reported a position in EQH in Q4 2024 and held it in 2 quarters. The position peaked at $214K in Q1 2025. 583 funds tracked by Wall St. Rank hold EQH as of Q2 2025.

  • Trust Point Inc reported no remaining Equitable Holdings position as of Q2 2025 after selling out during the quarter.
  • Trust Point Inc sold 4,117 Equitable Holdings shares in Q2 2025, an estimated $214K.
  • Trust Point Inc first reported a position in Equitable Holdings in Q4 2024 and held it in 2 quarters.
  • Trust Point Inc's Equitable Holdings position peaked at $214K in Q1 2025.
  • 583 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2025.

Based on Trust Point Inc's 13F filing for Q2 2025, filed 10 Jul 2025.