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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
Q3 		$318K Buy
5,941
+1,324
+29% +$66.6K 0.01% 760
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

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
EC
Eleva Capital Paris, France $113M AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VEM
Vann Equity Management Plano, Texas $168M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Wedmont Private Capital's EQH Position: Q3 2026 in Review

Wedmont Private Capital increased its Equitable Holdings (EQH) stake by 29% in Q3 2026, buying an estimated $66.6K and bringing the position to 5,941 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #760.

Wedmont Private Capital first reported a position in EQH in Q4 2024 and has held it in 6 quarters since. 13 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

  • Wedmont Private Capital held 5,941 shares of Equitable Holdings worth $318K as of Q3 2026.
  • Wedmont Private Capital bought 1,324 Equitable Holdings shares in Q3 2026, an estimated $66.6K.
  • Equitable Holdings made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #760 holding.
  • Wedmont Private Capital first reported a position in Equitable Holdings in Q4 2024 and has held it in 6 quarters since.
  • 13 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.