First National Advisers’s Equitable Holdings EQH Stock Holding History

First National Advisers’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	$1.65M	Sell	44,335 -7,427	-14%	-$318K	0.24%	99
2025 Q4	$2.47M	Sell	51,762 -1,131	-2%	-$53.6K	0.34%	79
2025 Q3	$2.69M	Buy	52,893 +376	+0.7%	+$19.9K	0.36%	79
2025 Q2	$2.95M	Sell	52,517 -476	-0.9%	-$24.5K	0.43%	67
2025 Q1	$2.76M	Sell	52,993 -12,091	-19%	-$633K	0.44%	67
2024 Q4	$3.07M	Buy	65,084 +3,174	+5%	+$147K	0.5%	59
2024 Q3	$2.6M	Buy	61,910 +2,962	+5%	+$122K	0.41%	80
2024 Q2	$2.41M	Buy	58,948 +14,623	+33%	+$573K	0.44%	69
2024 Q1	$1.52M	Buy	44,325 +13,005	+42%	+$442K	0.34%	96
2023 Q4	$1.04M	Buy	31,320 +9,566	+44%	+$280K	0.3%	103
2023 Q3	$618K	Buy	21,754 +8,665	+66%	+$245K	0.28%	107
2023 Q2	$355K	Buy	13,089 +277	+2%	+$7.01K	0.33%	92
2023 Q1	$325K	Buy	12,812 +4,308	+51%	+$127K	0.37%	87
2022 Q4	$244K	Buy	8,504 +870	+11%	+$25.8K	0.31%	95
2022 Q3	$201K	Buy	+7,634	New	+$217K	0.3%	95

Other funds holding EQH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First National Advisers's EQH Position: Q1 2026 in Review

First National Advisers reduced its Equitable Holdings (EQH) stake by 14% in Q1 2026, selling an estimated $318K and leaving 44,335 shares worth $1.65M. The position accounts for 0.24% of the portfolio, ranked #99.

First National Advisers first reported a position in EQH in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.07M in Q4 2024. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

First National Advisers held 44,335 shares of Equitable Holdings worth $1.65M as of Q1 2026.
First National Advisers sold 7,427 Equitable Holdings shares in Q1 2026, an estimated $318K.
Equitable Holdings made up 0.24% of First National Advisers's portfolio in Q1 2026, its #99 holding.
First National Advisers first reported a position in Equitable Holdings in Q3 2022 and has held it in 15 quarters since.
First National Advisers's Equitable Holdings position peaked at $3.07M in Q4 2024.
539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on First National Advisers's 13F filing for Q1 2026, filed 8 May 2026.