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Farther Finance Advisors’s Equitable Holdings EQH Stock Holding History

Farther Finance 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 		$488K Buy
9,522
+5,594
+142% +$281K ﹤0.01% 1615
2026
Q2 		$172K Sell
3,928
-72
-2% -$3.01K ﹤0.01% 2358
2026
Q1 		$150K Buy
4,000
+1,118
+39% +$47.9K ﹤0.01% 2224
2025
Q4 		$137K Buy
2,882
+317
+12% +$15K ﹤0.01% 2145
2025
Q3 		$130K Buy
2,565
+33
+1% +$1.75K ﹤0.01% 1873
2025
Q2 		$142K Buy
2,532
+1,372
+118% +$70.6K ﹤0.01% 1571
2025
Q1 		$60.6K Sell
1,160
-47
-4% -$2.46K ﹤0.01% 1804
2024
Q4 		$56.9K Sell
1,207
-140
-10% -$6.46K ﹤0.01% 1594
2024
Q3 		$56.6K Sell
1,347
-1,416
-51% -$58.1K ﹤0.01% 1585
2024
Q2 		$113K Buy
2,763
+1,809
+190% +$70.9K 0.01% 1082
2024
Q1 		$35.7K Buy
954
+1
+0.1% +$34 ﹤0.01% 1301
2023
Q4 		$31.7K Buy
953
+335
+54% +$9.81K ﹤0.01% 1182
2023
Q3 		$17.5K Buy
618
+19
+3% +$536 ﹤0.01% 1125
2023
Q2 		$16.3K Sell
599
-42
-7% -$1.06K ﹤0.01% 1056
2023
Q1 		$16.3K Buy
641
+11
+2% +$325 ﹤0.01% 965
2022
Q4 		$18.1K Buy
+630
New +$18.6K 0.01% 766

Other funds holding EQH

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
EC
Eleva Capital Paris, France $113M AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VEM
Vann Equity Management Plano, Texas $168M AUM
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Farther Finance Advisors's EQH Position: Q3 2026 in Review

Farther Finance Advisors increased its Equitable Holdings (EQH) stake by 142% in Q3 2026, buying an estimated $281K and bringing the position to 9,522 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #1615.

Farther Finance Advisors first reported a position in EQH in Q4 2022 and has held it in 16 quarters since. 13 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

  • Farther Finance Advisors held 9,522 shares of Equitable Holdings worth $488K as of Q3 2026.
  • Farther Finance Advisors bought 5,594 Equitable Holdings shares in Q3 2026, an estimated $281K.
  • Equitable Holdings made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1615 holding.
  • Farther Finance Advisors first reported a position in Equitable Holdings in Q4 2022 and has held it in 16 quarters since.
  • 13 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.