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 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

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LWMM

Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return

Y-Intercept (HK)'s EQH Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Equitable Holdings (EQH) in Q2 2026: 156,199 shares worth $6.85M. The stake represents 0.14% of the portfolio and ranks #187 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in EQH as recently as Q4 2025.

Y-Intercept (HK) first reported a position in EQH in Q4 2020 and has held it in 11 quarters since. 63 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Y-Intercept (HK) held 156,199 shares of Equitable Holdings worth $6.85M as of Q2 2026.
Equitable Holdings was a new Y-Intercept (HK) position in Q2 2026.
Equitable Holdings made up 0.14% of Y-Intercept (HK)'s portfolio in Q2 2026, its #187 holding.
Y-Intercept (HK) first reported a position in Equitable Holdings in Q4 2020 and has held it in 11 quarters since.
63 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.