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UMB Bank’s Equitable Holdings EQH Stock Holding History

UMB Bank’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 		$191K Buy
4,346
+442
+11% +$18.5K ﹤0.01% 749
2026
Q1 		$145K Buy
3,904
+1,087
+39% +$46.6K ﹤0.01% 804
2025
Q4 		$134K Sell
2,817
-1,508
-35% -$71.5K ﹤0.01% 814
2025
Q3 		$220K Sell
4,325
-185
-4% -$9.8K ﹤0.01% 590
2025
Q2 		$253K Buy
4,510
+281
+7% +$14.5K ﹤0.01% 541
2025
Q1 		$220K Buy
4,229
+2,275
+116% +$119K ﹤0.01% 555
2024
Q4 		$92.2K Buy
1,954
+404
+26% +$18.7K ﹤0.01% 716
2024
Q3 		$65.1K Buy
1,550
+718
+86% +$29.5K ﹤0.01% 800
2024
Q2 		$34K Buy
832
+52
+7% +$2.04K ﹤0.01% 916
2024
Q1 		$29.6K Buy
780
+82
+12% +$2.79K ﹤0.01% 959
2023
Q4 		$23.2K Sell
698
-1,142
-62% -$33.4K ﹤0.01% 1020
2023
Q3 		$52.2K Buy
1,840
+1,034
+128% +$29.2K ﹤0.01% 825
2023
Q2 		$21.9K Sell
806
-172
-18% -$4.35K ﹤0.01% 1072
2023
Q1 		$24.8K Buy
978
+206
+27% +$6.08K ﹤0.01% 1025
2022
Q4 		$22K Hold
772
– – ﹤0.01% 1086
2022
Q3 		$20K Hold
772
– – ﹤0.01% 1108
2022
Q2 		$20K Hold
772
– – ﹤0.01% 1175
2022
Q1 		$24K Hold
772
– – ﹤0.01% 1187
2021
Q4 		$25K Buy
+772
New +$25.3K ﹤0.01% 1198

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

UMB Bank's EQH Position: Q2 2026 in Review

UMB Bank increased its Equitable Holdings (EQH) stake by 11% in Q2 2026, buying an estimated $18.5K and bringing the position to 4,346 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

UMB Bank first reported a position in EQH in Q4 2021 and has held it in 19 quarters since. The position peaked at $253K in Q2 2025. 482 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • UMB Bank held 4,346 shares of Equitable Holdings worth $191K as of Q2 2026.
  • UMB Bank bought 442 Equitable Holdings shares in Q2 2026, an estimated $18.5K.
  • Equitable Holdings made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #749 holding.
  • UMB Bank first reported a position in Equitable Holdings in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's Equitable Holdings position peaked at $253K in Q2 2025.
  • 482 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.