Superior Planning, LLC’s Equitable Holdings EQH Stock Holding History

Superior Planning, LLC’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	$974	Buy	+19	New	+$955	﹤0.01%	1758

Other funds holding EQH

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return

Superior Planning, LLC's EQH Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Equitable Holdings (EQH) in Q3 2026: 19 shares worth $974. The stake represents ﹤0.01% of the portfolio and ranks #1758 among its holdings.

351 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

Superior Planning, LLC held 19 shares of Equitable Holdings worth $974 as of Q3 2026.
Equitable Holdings was a new Superior Planning, LLC position in Q3 2026.
Equitable Holdings made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1758 holding.
351 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.