Dynamic Advisor Solutions’s Equitable Holdings EQH Stock Holding History

Dynamic Advisor Solutions’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	$275K	Buy	+5,369	New	+$270K	0.01%	862
2026 Q2	–	Sell	-74,486	Closed	-$2.76M	–	1058
2026 Q1	$2.76M	Buy	74,486 +8,125	+12%	+$348K	0.09%	244
2025 Q4	$3.16M	Buy	66,361 +1,693	+3%	+$80.3K	0.1%	208
2025 Q3	$3.28M	Buy	64,668 +3,086	+5%	+$163K	0.1%	225
2025 Q2	$3.45M	Buy	+61,582	New	+$3.17M	0.11%	216

Other funds holding EQH

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

Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Dynamic Advisor Solutions's EQH Position: Q3 2026 in Review

Dynamic Advisor Solutions opened a new position in Equitable Holdings (EQH) in Q3 2026: 5,369 shares worth $275K. The stake represents 0.01% of the portfolio and ranks #862 among its holdings. This is a return to the name: Dynamic Advisor Solutions previously reported a position in EQH as recently as Q1 2026.

Dynamic Advisor Solutions first reported a position in EQH in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.45M in Q2 2025. 70 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

Dynamic Advisor Solutions held 5,369 shares of Equitable Holdings worth $275K as of Q3 2026.
Equitable Holdings was a new Dynamic Advisor Solutions position in Q3 2026.
Equitable Holdings made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #862 holding.
Dynamic Advisor Solutions first reported a position in Equitable Holdings in Q2 2025 and has held it in 5 quarters since.
Dynamic Advisor Solutions's Equitable Holdings position peaked at $3.45M in Q2 2025.
70 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.