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Independent Financial Group’s Equitable Holdings EQH Stock Holding History

Independent Financial Group’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
2021
Q4 		– Sell
-7,065
Closed -$209K – 791
2021
Q3 		$209K Sell
7,065
-1,154
-14% -$34.9K 0.02% 657
2021
Q2 		$250K Sell
8,219
-1,333
-14% -$43.5K 0.03% 587
2021
Q1 		$312K Buy
+9,552
New +$275K 0.04% 455

Other funds holding EQH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Independent Financial Group's EQH Position: Q4 2021 in Review

Independent Financial Group sold out of Equitable Holdings (EQH) in Q4 2021, closing a stake of 7,065 shares — an estimated $209K sold.

Independent Financial Group first reported a position in EQH in Q1 2021 and held it in 3 quarters. The position peaked at $312K in Q1 2021. 397 funds tracked by Wall St. Rank hold EQH as of Q4 2021.

  • Independent Financial Group reported no remaining Equitable Holdings position as of Q4 2021 after selling out during the quarter.
  • Independent Financial Group sold 7,065 Equitable Holdings shares in Q4 2021, an estimated $209K.
  • Independent Financial Group first reported a position in Equitable Holdings in Q1 2021 and held it in 3 quarters.
  • Independent Financial Group's Equitable Holdings position peaked at $312K in Q1 2021.
  • 397 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2021.

Based on Independent Financial Group's 13F filing for Q4 2021, filed 15 Jun 2026.