Position in EQH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,830,353
+$867,414 QoQ
Shares Held
110,081
+3.1% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#129
of 482 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in EQH Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BTC Capital Management, Inc. holds $23,307,275 across 5 Asset Management names. EQH ranks #4 (20.7% of the industry book) .
All Filings in EQH
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,830,353 | 110,081 | Shares | Defined | 2026-07-16 | |
| 2026-03-31 | $3,962,939 | 106,789 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,457,101 | 72,552 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $3,741,368 | 73,678 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $3,933,506 | 70,116 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $3,449,242 | 66,217 | Shares | Defined | 2025-04-08 | |
| 2024-12-31 | $2,595,056 | 55,015 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,548,909 | 60,645 | Shares | Defined | 2024-10-21 | |
| 2024-06-30 | $2,563,351 | 62,735 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $2,726,114 | 71,721 | Shares | Sole | 2024-04-11 | |
| 2023-09-30 | $2,182,366 | 76,871 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,045,391 | 75,309 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,864,590 | 73,438 | Shares | Defined | 2023-04-07 | |
| 2022-12-31 | $3,207,339 | 111,754 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $3,070,196 | 116,516 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $2,704,030 | 103,722 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,876,699 | 93,067 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||