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Atomi Financial Group’s Equitable Holdings EQH Stock Holding History

Atomi Financial Group’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
Q1 		$291K Sell
7,829
-1,208
-13% -$51.8K 0.01% 962
2025
Q4 		$431K Sell
9,037
-3,474
-28% -$165K 0.01% 765
2025
Q3 		$635K Buy
12,511
+204
+2% +$10.8K 0.02% 545
2025
Q2 		$690K Buy
12,307
+1,716
+16% +$88.3K 0.03% 465
2025
Q1 		$552K Buy
10,591
+4,014
+61% +$210K 0.03% 495
2024
Q4 		$310K Buy
6,577
+209
+3% +$9.65K 0.02% 702
2024
Q3 		$268K Sell
6,368
-195
-3% -$8K 0.02% 719
2024
Q2 		$268K Buy
+6,563
New +$257K 0.02% 625

Other funds holding EQH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atomi Financial Group's EQH Position: Q1 2026 in Review

Atomi Financial Group reduced its Equitable Holdings (EQH) stake by 13% in Q1 2026, selling an estimated $51.8K and leaving 7,829 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #962.

Atomi Financial Group first reported a position in EQH in Q2 2024 and has held it in 8 quarters since. The position peaked at $690K in Q2 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Atomi Financial Group held 7,829 shares of Equitable Holdings worth $291K as of Q1 2026.
  • Atomi Financial Group sold 1,208 Equitable Holdings shares in Q1 2026, an estimated $51.8K.
  • Equitable Holdings made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #962 holding.
  • Atomi Financial Group first reported a position in Equitable Holdings in Q2 2024 and has held it in 8 quarters since.
  • Atomi Financial Group's Equitable Holdings position peaked at $690K in Q2 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.