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Vest Financial’s Equitable Holdings EQH Stock Holding History

Vest Financial’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 		– Sell
-236,225
Closed -$11.3M – 423
2025
Q4 		$11.3M Buy
236,225
+14,487
+7% +$687K 0.14% 140
2025
Q3 		$11.3M Sell
221,738
-6,801
-3% -$360K 0.15% 140
2025
Q2 		$12.8M Buy
228,539
+804
+0.4% +$41.4K 0.18% 129
2025
Q1 		$11.9M Sell
227,735
-524,356
-70% -$27.5M 0.18% 121
2024
Q4 		$35.5M Buy
752,091
+78,725
+12% +$3.64M 0.63% 75
2024
Q3 		$28.3M Buy
673,366
+113,856
+20% +$4.67M 0.55% 91
2024
Q2 		$22.9M Buy
559,510
+38,104
+7% +$1.49M 0.55% 88
2024
Q1 		$19.8M Buy
521,406
+136,587
+35% +$4.65M 0.53% 74
2023
Q4 		$12.8M Buy
384,819
+68,520
+22% +$2.01M 0.48% 105
2023
Q3 		$8.98M Buy
316,299
+118,683
+60% +$3.35M 0.49% 84
2023
Q2 		$5.37M Buy
197,616
+140,149
+244% +$3.55M 0.5% 80
2023
Q1 		$1.46M Buy
+57,467
New +$1.7M 0.2% 78

Other funds holding EQH

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vest Financial's EQH Position: Q1 2026 in Review

Vest Financial sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 236,225 shares — an estimated $11.3M sold.

Vest Financial first reported a position in EQH in Q1 2023 and held it in 12 quarters. The position peaked at $35.5M in Q4 2024. 543 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Vest Financial reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
  • Vest Financial sold 236,225 Equitable Holdings shares in Q1 2026, an estimated $11.3M.
  • Vest Financial first reported a position in Equitable Holdings in Q1 2023 and held it in 12 quarters.
  • Vest Financial's Equitable Holdings position peaked at $35.5M in Q4 2024.
  • 543 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Vest Financial's 13F filing for Q1 2026, filed 24 Apr 2026.