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Financial Network Wealth Advisors’s Equitable Holdings EQH Stock Holding History

Financial Network 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
Q1 		– Sell
-23
Closed -$1.1K – 819
2025
Q4 		$1.1K Hold
23
– – ﹤0.01% 776
2025
Q3 		$1.17K Hold
23
– – ﹤0.01% 768
2025
Q2 		$1.29K Buy
+23
New +$1.18K ﹤0.01% 724

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Network Wealth Advisors's EQH Position: Q1 2026 in Review

Financial Network Wealth Advisors sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 23 shares — an estimated $1.1K sold.

Financial Network Wealth Advisors first reported a position in EQH in Q2 2025 and held it in 3 quarters. The position peaked at $1.29K in Q2 2025. 542 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Financial Network Wealth Advisors reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 23 Equitable Holdings shares in Q1 2026, an estimated $1.1K.
  • Financial Network Wealth Advisors first reported a position in Equitable Holdings in Q2 2025 and held it in 3 quarters.
  • Financial Network Wealth Advisors's Equitable Holdings position peaked at $1.29K in Q2 2025.
  • 542 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.