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Yousif Capital Management’s Equitable Holdings EQH Stock Holding History

Yousif Capital Management’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 		$3.56M Sell
81,169
-5,771
-7% -$241K 0.04% 423
2026
Q1 		$3.23M Sell
86,940
-5,045
-5% -$216K 0.04% 447
2025
Q4 		$4.2M Sell
91,985
-5,900
-6% -$280K 0.05% 369
2025
Q3 		$4.97M Sell
97,885
-9,008
-8% -$477K 0.05% 316
2025
Q2 		$6M Sell
106,893
-4,362
-4% -$224K 0.06% 276
2025
Q1 		$5.8M Sell
111,255
-4,128
-4% -$216K 0.07% 273
2024
Q4 		$5.44M Sell
115,383
-6,349
-5% -$293K 0.06% 292
2024
Q3 		$5.12M Sell
121,732
-11,154
-8% -$458K 0.06% 328
2024
Q2 		$5.43M Sell
132,886
-15,328
-10% -$600K 0.06% 306
2024
Q1 		$5.63M Sell
148,214
-5,100
-3% -$173K 0.06% 313
2023
Q4 		$5.11M Buy
153,314
+144,981
+1,740% +$4.24M 0.06% 321
2023
Q3 		$237K Buy
8,333
+320
+4% +$9.03K ﹤0.01% 1793
2023
Q2 		$218K Sell
8,013
-313
-4% -$7.92K ﹤0.01% 1824
2023
Q1 		$211K Sell
8,326
-560
-6% -$16.5K ﹤0.01% 1823
2022
Q4 		$255K Buy
8,886
+605
+7% +$17.9K ﹤0.01% 1766
2022
Q3 		$218K Sell
8,281
-1,410
-15% -$40.1K ﹤0.01% 1793
2022
Q2 		$253K Sell
9,691
-1,205
-11% -$34.9K ﹤0.01% 1779
2022
Q1 		$337K Buy
10,896
+640
+6% +$21.1K ﹤0.01% 1766
2021
Q4 		$336K Buy
+10,256
New +$337K ﹤0.01% 1788

Other funds holding EQH

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
Handelsbanken Fonder
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
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

Yousif Capital Management's EQH Position: Q2 2026 in Review

Yousif Capital Management reduced its Equitable Holdings (EQH) stake by 6.6% in Q2 2026, selling an estimated $241K and leaving 81,169 shares worth $3.56M. The position accounts for 0.04% of the portfolio, ranked #423.

Yousif Capital Management first reported a position in EQH in Q4 2021 and has held it in 19 quarters since. The position peaked at $6M in Q2 2025. 63 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Yousif Capital Management held 81,169 shares of Equitable Holdings worth $3.56M as of Q2 2026.
  • Yousif Capital Management sold 5,771 Equitable Holdings shares in Q2 2026, an estimated $241K.
  • Equitable Holdings made up 0.04% of Yousif Capital Management's portfolio in Q2 2026, its #423 holding.
  • Yousif Capital Management first reported a position in Equitable Holdings in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Equitable Holdings position peaked at $6M in Q2 2025.
  • 63 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.