V-Square Quantitative Management’s Equitable Holdings EQH Stock Holding History

V-Square Quantitative Management’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 Q3	$53.2K	Buy	1,038 +185	+22%	+$9.3K	﹤0.01%	584
2026 Q2	$37.4K	Sell	853 -4,051	-83%	-$169K	﹤0.01%	622
2026 Q1	$182K	Buy	4,904 +93	+2%	+$3.98K	0.02%	512
2025 Q4	$229K	Buy	+4,811	New	+$228K	0.02%	505
2025 Q3	–	Sell	-4,455	Closed	-$250K	–	298
2025 Q2	$250K	Sell	4,455 -127	-3%	-$6.53K	0.03%	470
2025 Q1	$239K	Buy	4,582 +548	+14%	+$28.7K	0.03%	455
2024 Q4	$190K	Buy	4,034 +29	+0.7%	+$1.34K	0.03%	517
2024 Q3	$168K	Buy	4,005 +15	+0.4%	+$615	0.02%	522
2024 Q2	$163K	Sell	3,990 -11	-0.3%	-$431	0.03%	519
2024 Q1	$152K	Hold	4,001	–	–	0.02%	523
2023 Q4	$133K	Buy	4,001 +1,598	+67%	+$46.8K	0.02%	528
2023 Q3	$68.2K	Buy	2,403 +116	+5%	+$3.28K	0.03%	484
2023 Q2	$62.1K	Buy	+2,287	New	+$57.9K	0.05%	280

Other funds holding EQH

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

V-Square Quantitative Management's EQH Position: Q3 2026 in Review

V-Square Quantitative Management increased its Equitable Holdings (EQH) stake by 22% in Q3 2026, buying an estimated $9.3K and bringing the position to 1,038 shares worth $53.2K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

V-Square Quantitative Management first reported a position in EQH in Q2 2023 and has held it in 13 quarters since. The position peaked at $250K in Q2 2025. 78 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

V-Square Quantitative Management held 1,038 shares of Equitable Holdings worth $53.2K as of Q3 2026.
V-Square Quantitative Management bought 185 Equitable Holdings shares in Q3 2026, an estimated $9.3K.
Equitable Holdings made up ﹤0.01% of V-Square Quantitative Management's portfolio in Q3 2026, its #584 holding.
V-Square Quantitative Management first reported a position in Equitable Holdings in Q2 2023 and has held it in 13 quarters since.
V-Square Quantitative Management's Equitable Holdings position peaked at $250K in Q2 2025.
78 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on V-Square Quantitative Management's 13F filing for Q3 2026, filed 15 Oct 2026.