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Guerra Advisors’s Equitable Holdings EQH Stock Holding History

Guerra 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
2025
Q3 		$762 Buy
+15
New +$795 ﹤0.01% 732

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guerra Advisors's EQH Position: Q3 2025 in Review

Guerra Advisors opened a new position in Equitable Holdings (EQH) in Q3 2025: 15 shares worth $762. The stake represents ﹤0.01% of the portfolio and ranks #732 among its holdings.

562 funds tracked by Wall St. Rank hold EQH as of Q3 2025.

  • Guerra Advisors held 15 shares of Equitable Holdings worth $762 as of Q3 2025.
  • Equitable Holdings was a new Guerra Advisors position in Q3 2025.
  • Equitable Holdings made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #732 holding.
  • 562 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.