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Ares Financial Consulting’s Equitable Holdings EQH Stock Holding History

Ares Financial Consulting’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 		$5.49K Hold
125
– – ﹤0.01% 692
2026
Q1 		$4.7K Hold
125
– – ﹤0.01% 696
2025
Q4 		$5.96K Buy
+125
New +$5.93K 0.01% 450

Other funds holding EQH

Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ares Financial Consulting's EQH Position: Q2 2026 in Review

Ares Financial Consulting held its Equitable Holdings (EQH) position steady in Q2 2026 at 125 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Ares Financial Consulting first reported a position in EQH in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.96K in Q4 2025. 188 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Ares Financial Consulting held 125 shares of Equitable Holdings worth $5.49K as of Q2 2026.
  • Ares Financial Consulting left its Equitable Holdings share count unchanged in Q2 2026.
  • Equitable Holdings made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #692 holding.
  • Ares Financial Consulting first reported a position in Equitable Holdings in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Equitable Holdings position peaked at $5.96K in Q4 2025.
  • 188 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.