Rothwell Investment Advisors, LLC’s Equitable Holdings EQH Stock Holding History

Rothwell Investment Advisors, 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	$20K	Buy	+390	New	+$19.6K	0.01%	621

Other funds holding EQH

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

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Rothwell Investment Advisors, LLC's EQH Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Equitable Holdings (EQH) in Q3 2026: 390 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #621 among its holdings.

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

Rothwell Investment Advisors, LLC held 390 shares of Equitable Holdings worth $20K as of Q3 2026.
Equitable Holdings was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Equitable Holdings made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #621 holding.
243 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.