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BOLTON SECURITIES CORPORATION’s Equitable Holdings EQH Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$12.8K Hold
250
– – ﹤0.01% 1731
2026
Q2 		$11K Buy
250
+49
+24% +$2.05K ﹤0.01% 1778
2026
Q1 		$7.46K Hold
201
– – ﹤0.01% 1683
2025
Q4 		$9.6K Hold
201
– – ﹤0.01% 1616
2025
Q3 		$10.2K Hold
201
– – ﹤0.01% 1547
2025
Q2 		$11.3K Hold
201
– – ﹤0.01% 1463
2025
Q1 		$10.5K Buy
+201
New +$10.5K ﹤0.01% 1425

Other funds holding EQH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Thornburg Investment Management
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 21.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's EQH Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Equitable Holdings (EQH) position steady in Q3 2026 at 250 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

BOLTON SECURITIES CORPORATION first reported a position in EQH in Q1 2025 and has held it in 7 quarters since. 431 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 250 shares of Equitable Holdings worth $12.8K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Equitable Holdings share count unchanged in Q3 2026.
  • Equitable Holdings made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1731 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Equitable Holdings in Q1 2025 and has held it in 7 quarters since.
  • 431 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.