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WhitTier Trust Company’s Equitable Holdings EQH Stock Holding History

WhitTier Trust Company’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 		$17.8K Sell
379
-116
-23% -$4.85K ﹤0.01% 954
2026
Q1 		$19K Sell
495
-34
-6% -$1.46K ﹤0.01% 914
2025
Q4 		$25.8K Hold
529
– – ﹤0.01% 849
2025
Q3 		$27.1K Sell
529
-20
-4% -$1.06K ﹤0.01% 822
2025
Q2 		$30.8K Buy
549
+6
+1% +$309 ﹤0.01% 889
2025
Q1 		$28.3K Buy
543
+61
+13% +$3.19K ﹤0.01% 896
2024
Q4 		$22.7K Buy
482
+71
+17% +$3.28K ﹤0.01% 917
2024
Q3 		$17.3K Buy
411
+136
+49% +$5.58K ﹤0.01% 966
2024
Q2 		$11.2K Buy
+275
New +$10.8K ﹤0.01% 981
2024
Q1 		– Sell
-324
Closed -$10.8K – 1228
2023
Q4 		$10.8K Sell
324
-94
-22% -$2.75K ﹤0.01% 937
2023
Q3 		$11.9K Sell
418
-164
-28% -$4.63K ﹤0.01% 895
2023
Q2 		$15.8K Buy
582
+36
+7% +$911 ﹤0.01% 902
2023
Q1 		$13.9K Hold
546
– – ﹤0.01% 916
2022
Q4 		$15.7K Hold
546
– – ﹤0.01% 880
2022
Q3 		$14K Hold
546
– – ﹤0.01% 861
2022
Q2 		$14K Sell
546
-6
-1% -$174 ﹤0.01% 870
2022
Q1 		$17K Hold
552
– – ﹤0.01% 837
2021
Q4 		$18K Buy
552
+367
+198% +$12K ﹤0.01% 825
2021
Q3 		$5K Buy
+185
New +$5.6K ﹤0.01% 999

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

WhitTier Trust Company's EQH Position: Q2 2026 in Review

WhitTier Trust Company reduced its Equitable Holdings (EQH) stake by 23% in Q2 2026, selling an estimated $4.85K and leaving 379 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

WhitTier Trust Company first reported a position in EQH in Q3 2021 and has held it in 19 quarters since. The position peaked at $30.8K in Q2 2025. 215 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • WhitTier Trust Company held 379 shares of Equitable Holdings worth $17.8K as of Q2 2026.
  • WhitTier Trust Company sold 116 Equitable Holdings shares in Q2 2026, an estimated $4.85K.
  • Equitable Holdings made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #954 holding.
  • WhitTier Trust Company first reported a position in Equitable Holdings in Q3 2021 and has held it in 19 quarters since.
  • WhitTier Trust Company's Equitable Holdings position peaked at $30.8K in Q2 2025.
  • 215 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.