Focus Partners Advisor Solutions’s Equitable Holdings EQH Stock Holding History

Focus Partners Advisor Solutions’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	$744K	Buy	+14,505	New	+$729K	0.01%	797

Other funds holding EQH

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Focus Partners Advisor Solutions's EQH Position: Q3 2026 in Review

Focus Partners Advisor Solutions opened a new position in Equitable Holdings (EQH) in Q3 2026: 14,505 shares worth $744K. The stake represents 0.01% of the portfolio and ranks #797 among its holdings.

296 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

Focus Partners Advisor Solutions held 14,505 shares of Equitable Holdings worth $744K as of Q3 2026.
Equitable Holdings was a new Focus Partners Advisor Solutions position in Q3 2026.
Equitable Holdings made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q3 2026, its #797 holding.
296 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2026, filed 10 Nov 2026.