EQH β€” EQUITABLE HLDGS INC

Ownership history in Bayforest Capital Ltd  Β·  4 quarters on record

AI Ownership Summary

Bayforest Capital Ltd reported EQUITABLE HLDGS INC (EQH) in 4 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.16% in 2025 Q1. The latest visible filing shows EQH at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EQH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bayforest Capital Ltd's position in EQUITABLE HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EQH was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bayforest Capital Ltd held EQH β€” position size vs. price
% of Fund (quarterly)    EQH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 2,272 +2,065 +997.6% 0.09% $84K 2026-04-15 $42.00
2025 Q2 REDUCED 207 -6,224 -96.8% 0.01% $12K 2025-07-28 $51.38
2025 Q1 ADDED 6,431 +5,504 +593.7% 0.16% $191K 2025-05-08 $50.01
2024 Q4 INITIATED 927 β€” β€” 0.05% $44K 2025-02-14 $53.81

FAQ About Bayforest Capital Ltd and EQH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bayforest Capital Ltd reported owning EQH?

Bayforest Capital Ltd reported EQH across 4 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported EQH position in Bayforest Capital Ltd's portfolio?

The largest reported portfolio weight for EQH was 0.16% in 2025 Q1.

What is the latest reported EQH position on this page?

The most recent filing on this page is 2026 Q1, when Bayforest Capital Ltd reported 2,272 shares, equal to 0.09% of portfolio, with an estimated market value of $84K.

What does the chart on this EQH ownership page compare?

The chart compares Bayforest Capital Ltd's quarterly EQH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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