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Wedmont Private Capital’s Equitable Holdings EQH Stock Holding History

Wedmont Private Capital’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 		$217K Buy
+4,617
New +$193K 0.01% 887
2025
Q4 		– Sell
-4,708
Closed -$240K – 820
2025
Q3 		$240K Buy
4,708
+53
+1% +$2.81K 0.01% 688
2025
Q2 		$248K Buy
4,655
+116
+3% +$5.97K 0.01% 649
2025
Q1 		$211K Buy
4,539
+353
+8% +$18.5K 0.01% 638
2024
Q4 		$201K Buy
+4,186
New +$193K 0.01% 670

Other funds holding EQH

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Wedmont Private Capital's EQH Position: Q2 2026 in Review

Wedmont Private Capital opened a new position in Equitable Holdings (EQH) in Q2 2026: 4,617 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #887 among its holdings. This is a return to the name: Wedmont Private Capital previously reported a position in EQH as recently as Q3 2025.

Wedmont Private Capital first reported a position in EQH in Q4 2024 and has held it in 5 quarters since. The position peaked at $248K in Q2 2025. 97 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Wedmont Private Capital held 4,617 shares of Equitable Holdings worth $217K as of Q2 2026.
  • Equitable Holdings was a new Wedmont Private Capital position in Q2 2026.
  • Equitable Holdings made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #887 holding.
  • Wedmont Private Capital first reported a position in Equitable Holdings in Q4 2024 and has held it in 5 quarters since.
  • Wedmont Private Capital's Equitable Holdings position peaked at $248K in Q2 2025.
  • 97 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.