EAMA
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EFG Asset Management (Americas)’s Equitable Holdings EQH Stock Holding History

EFG Asset Management (Americas)’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
2025
Q3 		$1.81M Buy
+35,653
New +$1.89M 0.31% 98
2025
Q2 		– Sell
-15,447
Closed -$805K – 139
2025
Q1 		$805K Buy
+15,447
New +$809K 0.16% 116

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EFG Asset Management (Americas)'s EQH Position: Q3 2025 in Review

EFG Asset Management (Americas) opened a new position in Equitable Holdings (EQH) in Q3 2025: 35,653 shares worth $1.81M. The stake represents 0.31% of the portfolio and ranks #98 among its holdings. This is a return to the name: EFG Asset Management (Americas) previously reported a position in EQH as recently as Q1 2025.

EFG Asset Management (Americas) first reported a position in EQH in Q1 2025 and has held it in 2 quarters since. 562 funds tracked by Wall St. Rank hold EQH as of Q3 2025.

  • EFG Asset Management (Americas) held 35,653 shares of Equitable Holdings worth $1.81M as of Q3 2025.
  • Equitable Holdings was a new EFG Asset Management (Americas) position in Q3 2025.
  • Equitable Holdings made up 0.31% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #98 holding.
  • EFG Asset Management (Americas) first reported a position in Equitable Holdings in Q1 2025 and has held it in 2 quarters since.
  • 562 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.