Y-Intercept (HK)’s Equitable Holdings EQH Stock Holding History

Y-Intercept (HK)’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	$3.18M	Sell	62,093 -94,106	-60%	-$4.73M	0.07%	407
2026 Q2	$6.85M	Buy	+156,199	New	+$6.53M	0.14%	187
2026 Q1	–	Sell	-33,019	Closed	-$1.57M	–	1681
2025 Q4	$1.57M	Buy	+33,019	New	+$1.57M	0.04%	739
2025 Q1	–	Sell	-17,243	Closed	-$813K	–	1307
2024 Q4	$813K	Sell	17,243 -17,387	-50%	-$803K	0.05%	516
2024 Q3	$1.46M	Sell	34,630 -44,207	-56%	-$1.81M	0.09%	298
2024 Q2	$3.22M	Sell	78,837 -22,400	-22%	-$878K	0.18%	123
2024 Q1	$3.85M	Buy	+101,237	New	+$3.44M	0.29%	59
2023 Q1	–	Sell	-22,165	Closed	-$636K	–	1267
2022 Q4	$636K	Sell	22,165 -19,226	-46%	-$569K	0.09%	340
2022 Q3	$1.09M	Buy	+41,391	New	+$1.18M	0.11%	284
2022 Q2	–	Sell	-11,773	Closed	-$364K	–	938
2022 Q1	$364K	Buy	+11,773	New	+$388K	0.08%	388
2021 Q3	–	Sell	-6,768	Closed	-$206K	–	719
2021 Q2	$206K	Buy	+6,768	New	+$221K	0.05%	524
2021 Q1	–	Sell	-16,689	Closed	-$421K	–	665
2020 Q4	$421K	Buy	+16,689	New	+$390K	0.18%	200

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

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

Y-Intercept (HK)'s EQH Position: Q3 2026 in Review

Y-Intercept (HK) reduced its Equitable Holdings (EQH) stake by 60% in Q3 2026, selling an estimated $4.73M and leaving 62,093 shares worth $3.18M. The position accounts for 0.07% of the portfolio, ranked #407.

Y-Intercept (HK) first reported a position in EQH in Q4 2020 and has held it in 12 quarters since. The position peaked at $6.85M in Q2 2026. 85 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

Y-Intercept (HK) held 62,093 shares of Equitable Holdings worth $3.18M as of Q3 2026.
Y-Intercept (HK) sold 94,106 Equitable Holdings shares in Q3 2026, an estimated $4.73M.
Equitable Holdings made up 0.07% of Y-Intercept (HK)'s portfolio in Q3 2026, its #407 holding.
Y-Intercept (HK) first reported a position in Equitable Holdings in Q4 2020 and has held it in 12 quarters since.
Y-Intercept (HK)'s Equitable Holdings position peaked at $6.85M in Q2 2026.
85 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.