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 Q2	–	Sell	-44,335	Closed	-$1.65M	–	257
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 $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

First National Advisers's EQH Position: Q2 2026 in Review

First National Advisers sold out of Equitable Holdings (EQH) in Q2 2026, closing a stake of 44,335 shares — an estimated $1.65M sold.

First National Advisers first reported a position in EQH in Q3 2022 and held it in 15 quarters. The position peaked at $3.07M in Q4 2024. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

First National Advisers reported no remaining Equitable Holdings position as of Q2 2026 after selling out during the quarter.
First National Advisers sold 44,335 Equitable Holdings shares in Q2 2026, an estimated $1.65M.
First National Advisers first reported a position in Equitable Holdings in Q3 2022 and held it in 15 quarters.
First National Advisers's Equitable Holdings position peaked at $3.07M in Q4 2024.
483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.