Integrated Advisors Network
EQH icon

Integrated Advisors Network’s Equitable Holdings EQH Stock Holding History

Integrated Advisors Network’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 		$1.12M Sell
21,909
-9,739
-31% -$490K 0.05% 301
2026
Q2 		$1.39M Buy
31,648
+610
+2% +$25.5K 0.06% 265
2026
Q1 		$1.15M Sell
31,038
-811
-3% -$34.7K 0.06% 286
2025
Q4 		$1.52M Buy
31,849
+618
+2% +$29.3K 0.07% 272
2025
Q3 		$1.59M Sell
31,231
-455
-1% -$24.1K 0.07% 278
2025
Q2 		$1.78M Buy
31,686
+755
+2% +$38.8K 0.08% 253
2025
Q1 		$1.61M Buy
30,931
+909
+3% +$47.6K 0.08% 238
2024
Q4 		$1.42M Sell
30,022
-588
-2% -$27.2K 0.07% 254
2024
Q3 		$1.29M Buy
30,610
+1,704
+6% +$69.9K 0.06% 282
2024
Q2 		$1.18M Sell
28,906
-454
-2% -$17.8K 0.06% 281
2024
Q1 		$1.12M Sell
29,360
-1,033
-3% -$35.1K 0.06% 292
2023
Q4 		$1.01M Sell
30,393
-1,020
-3% -$29.9K 0.06% 291
2023
Q3 		$892K Sell
31,413
-4,234
-12% -$120K 0.05% 300
2023
Q2 		$968K Buy
35,647
+1,929
+6% +$48.8K 0.06% 297
2023
Q1 		$856K Buy
33,718
+1,320
+4% +$39K 0.05% 309
2022
Q4 		$930K Buy
32,398
+8,473
+35% +$251K 0.06% 307
2022
Q3 		$630K Buy
23,925
+552
+2% +$15.7K 0.04% 349
2022
Q2 		$609K Buy
+23,373
New +$677K 0.04% 374

Other funds holding EQH

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Integrated Advisors Network's EQH Position: Q3 2026 in Review

Integrated Advisors Network reduced its Equitable Holdings (EQH) stake by 31% in Q3 2026, selling an estimated $490K and leaving 21,909 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #301.

Integrated Advisors Network first reported a position in EQH in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.78M in Q2 2025. 296 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

  • Integrated Advisors Network held 21,909 shares of Equitable Holdings worth $1.12M as of Q3 2026.
  • Integrated Advisors Network sold 9,739 Equitable Holdings shares in Q3 2026, an estimated $490K.
  • Equitable Holdings made up 0.05% of Integrated Advisors Network's portfolio in Q3 2026, its #301 holding.
  • Integrated Advisors Network first reported a position in Equitable Holdings in Q2 2022 and has held it in 18 quarters since.
  • Integrated Advisors Network's Equitable Holdings position peaked at $1.78M in Q2 2025.
  • 296 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.