UB
EQH icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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 $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return