EAM
EQH icon

EFG Asset Management’s Equitable Holdings EQH Stock Holding History

EFG Asset Management’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 		$2.21M Buy
43,486
+4,947
+13% +$262K 0.29% 138
2025
Q2 		$2.16M Buy
38,539
+19,323
+101% +$994K 0.31% 138
2025
Q1 		$1M Buy
+19,216
New +$1.01M 0.17% 168

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's EQH Position: Q3 2025 in Review

EFG Asset Management increased its Equitable Holdings (EQH) stake by 13% in Q3 2025, buying an estimated $262K and bringing the position to 43,486 shares worth $2.21M. The position accounts for 0.29% of the portfolio, ranked #138.

EFG Asset Management first reported a position in EQH in Q1 2025 and has held it in 3 quarters since. 562 funds tracked by Wall St. Rank hold EQH as of Q3 2025.

  • EFG Asset Management held 43,486 shares of Equitable Holdings worth $2.21M as of Q3 2025.
  • EFG Asset Management bought 4,947 Equitable Holdings shares in Q3 2025, an estimated $262K.
  • Equitable Holdings made up 0.29% of EFG Asset Management's portfolio in Q3 2025, its #138 holding.
  • EFG Asset Management first reported a position in Equitable Holdings in Q1 2025 and has held it in 3 quarters since.
  • 562 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.