Cedar Mountain Advisors
EQH icon

Cedar Mountain Advisors’s Equitable Holdings EQH Stock Holding History

Cedar Mountain Advisors’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 		$3.69K Hold
72
– – ﹤0.01% 727
2026
Q2 		$3.16K Hold
72
– – ﹤0.01% 799
2026
Q1 		$2.67K Buy
+72
New +$3.08K ﹤0.01% 792

Other funds holding EQH

Pzena Investment Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Cedar Mountain Advisors's EQH Position: Q3 2026 in Review

Cedar Mountain Advisors held its Equitable Holdings (EQH) position steady in Q3 2026 at 72 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Cedar Mountain Advisors first reported a position in EQH in Q1 2026 and has held it in 3 quarters since. 296 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

  • Cedar Mountain Advisors held 72 shares of Equitable Holdings worth $3.69K as of Q3 2026.
  • Cedar Mountain Advisors left its Equitable Holdings share count unchanged in Q3 2026.
  • Equitable Holdings made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #727 holding.
  • Cedar Mountain Advisors first reported a position in Equitable Holdings in Q1 2026 and has held it in 3 quarters since.
  • 296 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.