FJ Capital Management’s Equitable Holdings EQH Stock Holding History

FJ Capital Management’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
2025 Q2	–	Sell	-13,648	Closed	-$711K	–	138
2025 Q1	$711K	Buy	+13,648	New	+$714K	0.07%	95
2022 Q3	–	Sell	-32,000	Closed	-$823K	–	98
2022 Q2	$823K	Buy	32,000 +6,467	+25%	+$187K	0.08%	85
2022 Q1	$789K	Buy	+25,533	New	+$842K	0.07%	90
2021 Q2	–	Sell	-48,900	Closed	-$1.6M	–	105
2021 Q1	$1.6M	Sell	48,900 -19,100	-28%	-$551K	0.13%	80
2020 Q4	$1.75M	Sell	68,000 -9,000	-12%	-$210K	0.19%	59
2020 Q3	$1.41M	Buy	+77,000	New	+$1.55M	0.22%	66

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FJ Capital Management's EQH Position: Q2 2025 in Review

FJ Capital Management sold out of Equitable Holdings (EQH) in Q2 2025, closing a stake of 13,648 shares — an estimated $711K sold.

FJ Capital Management first reported a position in EQH in Q3 2020 and held it in 6 quarters. The position peaked at $1.75M in Q4 2020. 582 funds tracked by Wall St. Rank hold EQH as of Q2 2025.

FJ Capital Management reported no remaining Equitable Holdings position as of Q2 2025 after selling out during the quarter.
FJ Capital Management sold 13,648 Equitable Holdings shares in Q2 2025, an estimated $711K.
FJ Capital Management first reported a position in Equitable Holdings in Q3 2020 and held it in 6 quarters.
FJ Capital Management's Equitable Holdings position peaked at $1.75M in Q4 2020.
582 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2025.

Based on FJ Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.