FFA
EQH icon

Frazier Financial Advisors’s Equitable Holdings EQH Stock Holding History

Frazier Financial 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 		$4.04K Buy
+109
New +$4.67K ﹤0.01% 534
2024
Q3 		– Sell
-227
Closed -$9.28K – 918
2024
Q2 		$9.28K Buy
227
+71
+46% +$2.78K 0.01% 457
2024
Q1 		$5.93K Hold
156
– – ﹤0.01% 551
2023
Q4 		$5.2K Buy
+156
New +$4.57K ﹤0.01% 487

Other funds holding EQH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Frazier Financial Advisors's EQH Position: Q1 2026 in Review

Frazier Financial Advisors opened a new position in Equitable Holdings (EQH) in Q1 2026: 109 shares worth $4.04K. The stake represents ﹤0.01% of the portfolio and ranks #534 among its holdings. This is a return to the name: Frazier Financial Advisors previously reported a position in EQH as recently as Q2 2024.

Frazier Financial Advisors first reported a position in EQH in Q4 2023 and has held it in 4 quarters since. The position peaked at $9.28K in Q2 2024. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Frazier Financial Advisors held 109 shares of Equitable Holdings worth $4.04K as of Q1 2026.
  • Equitable Holdings was a new Frazier Financial Advisors position in Q1 2026.
  • Equitable Holdings made up ﹤0.01% of Frazier Financial Advisors's portfolio in Q1 2026, its #534 holding.
  • Frazier Financial Advisors first reported a position in Equitable Holdings in Q4 2023 and has held it in 4 quarters since.
  • Frazier Financial Advisors's Equitable Holdings position peaked at $9.28K in Q2 2024.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.