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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Farther Finance Advisors's EQH Position: Q2 2026 in Review

Farther Finance Advisors reduced its Equitable Holdings (EQH) stake by 1.8% in Q2 2026, selling an estimated $3.01K and leaving 3,928 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #2358.

Farther Finance Advisors first reported a position in EQH in Q4 2022 and has held it in 15 quarters since. 480 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Farther Finance Advisors held 3,928 shares of Equitable Holdings worth $172K as of Q2 2026.
  • Farther Finance Advisors sold 72 Equitable Holdings shares in Q2 2026, an estimated $3.01K.
  • Equitable Holdings made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2358 holding.
  • Farther Finance Advisors first reported a position in Equitable Holdings in Q4 2022 and has held it in 15 quarters since.
  • 480 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.