EH
TBIL

Equitable Holdings’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Equitable Holdings’s Portfolio TBIL Stock Details TBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.8M Buy
777,872
+561,771
+260% +$28M 0.25% 85
2025
Q4 		$10.8M Buy
216,101
+212
+0.1% +$10.6K 0.07% 226
2025
Q3 		$10.8M Sell
215,889
-39,172
-15% -$1.96M 0.08% 215
2025
Q2 		$12.8M Buy
255,061
+49,429
+24% +$2.47M 0.11% 167
2025
Q1 		$10.3M Sell
205,632
-20,947
-9% -$1.05M 0.1% 178
2024
Q4 		$11.3M Buy
226,579
+24,616
+12% +$1.23M 0.11% 161
2024
Q3 		$10.1M Buy
201,963
+20,868
+12% +$1.04M 0.1% 171
2024
Q2 		$9.06M Buy
181,095
+26,250
+17% +$1.31M 0.1% 172
2024
Q1 		$7.75M Buy
154,845
+70,979
+85% +$3.55M 0.09% 179
2023
Q4 		$4.18M Buy
83,866
+30,618
+58% +$1.53M 0.05% 252
2023
Q3 		$2.67M Buy
53,248
+31,580
+146% +$1.58M 0.04% 299
2023
Q2 		$1.09M Buy
+21,668
New +$1.08M 0.02% 499

Other funds holding TBIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Equitable Holdings's TBIL Position: Q1 2026 in Review

Equitable Holdings increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 260% in Q1 2026, buying an estimated $28M and bringing the position to 777,872 shares worth $38.8M. The position accounts for 0.25% of the portfolio, ranked #85.

Equitable Holdings first reported a position in TBIL in Q2 2023 and has held it in 12 quarters since. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

  • Equitable Holdings held 777,872 shares of F/m US Treasury 3 Month Bill Fund worth $38.8M as of Q1 2026.
  • Equitable Holdings bought 561,771 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $28M.
  • F/m US Treasury 3 Month Bill Fund made up 0.25% of Equitable Holdings's portfolio in Q1 2026, its #85 holding.
  • Equitable Holdings first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2023 and has held it in 12 quarters since.
  • 320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.