Fifth Third Wealth Advisors
EQH icon

Fifth Third Wealth Advisors’s Equitable Holdings EQH Stock Holding History

Fifth Third Wealth 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 		$1.02M Buy
19,851
+9,519
+92% +$479K 0.03% 309
2026
Q2 		$453K Buy
10,332
+18
+0.2% +$753 0.01% 531
2026
Q1 		$383K Buy
10,314
+696
+7% +$29.8K 0.01% 515
2025
Q4 		$458K Buy
9,618
+17
+0.2% +$806 0.02% 416
2025
Q3 		$488K Hold
9,601
– – 0.02% 389
2025
Q2 		$539K Buy
9,601
+26
+0.3% +$1.34K 0.02% 343
2025
Q1 		$499K Buy
9,575
+31
+0.3% +$1.62K 0.03% 333
2024
Q4 		$450K Sell
9,544
-128
-1% -$5.91K 0.02% 357
2024
Q3 		$407K Buy
9,672
+111
+1% +$4.55K 0.02% 363
2024
Q2 		$391K Buy
+9,561
New +$375K 0.03% 330

Other funds holding EQH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Thornburg Investment Management
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 21.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Fifth Third Wealth Advisors's EQH Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its Equitable Holdings (EQH) stake by 92% in Q3 2026, buying an estimated $479K and bringing the position to 19,851 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #309.

Fifth Third Wealth Advisors first reported a position in EQH in Q2 2024 and has held it in 10 quarters since. 431 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

  • Fifth Third Wealth Advisors held 19,851 shares of Equitable Holdings worth $1.02M as of Q3 2026.
  • Fifth Third Wealth Advisors bought 9,519 Equitable Holdings shares in Q3 2026, an estimated $479K.
  • Equitable Holdings made up 0.03% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #309 holding.
  • Fifth Third Wealth Advisors first reported a position in Equitable Holdings in Q2 2024 and has held it in 10 quarters since.
  • 431 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.