Jackson Grant Investment Advisers’s Equitable Holdings EQH Stock Holding History

Jackson Grant Investment Advisers’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 Q2	$3.95K	Hold	90	–	–	﹤0.01%	374
2026 Q1	$3.34K	Hold	90	–	–	﹤0.01%	368
2025 Q4	$4.29K	Hold	90	–	–	﹤0.01%	360
2025 Q3	$4.57K	Hold	90	–	–	﹤0.01%	353
2025 Q2	$5.05K	Hold	90	–	–	﹤0.01%	320
2025 Q1	$4.69K	Hold	90	–	–	﹤0.01%	316
2024 Q4	$4.25K	Hold	90	–	–	﹤0.01%	335
2024 Q3	$3.78K	Hold	90	–	–	﹤0.01%	338
2024 Q2	$3.68K	Hold	90	–	–	﹤0.01%	336
2024 Q1	$3.42K	Hold	90	–	–	﹤0.01%	325
2023 Q4	$3K	Hold	90	–	–	﹤0.01%	330
2023 Q3	$2.56K	Buy	+90	New	+$2.54K	﹤0.01%	334
2023 Q2	–	Sell	-90	Closed	-$2.29K	–	438
2023 Q1	$2.29K	Buy	+90	New	+$2.66K	﹤0.01%	381

Other funds holding EQH

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Jackson Grant Investment Advisers's EQH Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Equitable Holdings (EQH) position steady in Q2 2026 at 90 shares worth $3.95K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Jackson Grant Investment Advisers first reported a position in EQH in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.05K in Q2 2025. 134 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Jackson Grant Investment Advisers held 90 shares of Equitable Holdings worth $3.95K as of Q2 2026.
Jackson Grant Investment Advisers left its Equitable Holdings share count unchanged in Q2 2026.
Equitable Holdings made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #374 holding.
Jackson Grant Investment Advisers first reported a position in Equitable Holdings in Q1 2023 and has held it in 13 quarters since.
Jackson Grant Investment Advisers's Equitable Holdings position peaked at $5.05K in Q2 2025.
134 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.