James T. Borello
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James T. Borello’s Equitable Holdings EQH Stock Holding History

James T. Borello’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 		$15.8K Buy
309
+4
+1% +$201 ﹤0.01% 488
2026
Q2 		$13.4K Buy
305
+297
+3,713% +$12.4K ﹤0.01% 513
2026
Q1 		$297 Sell
8
-350
-98% -$15K ﹤0.01% 1085
2025
Q4 		$17.1K Buy
358
+268
+298% +$12.7K ﹤0.01% 302
2025
Q3 		$4.57K Buy
+90
New +$4.77K ﹤0.01% 480

Other funds holding EQH

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Close Asset Management
Close Asset Management London, United Kingdom $3.42B AUM 34.5% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

James T. Borello's EQH Position: Q3 2026 in Review

James T. Borello increased its Equitable Holdings (EQH) stake by 1.3% in Q3 2026, buying an estimated $201 and bringing the position to 309 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

James T. Borello first reported a position in EQH in Q3 2025 and has held it in 5 quarters since. The position peaked at $17.1K in Q4 2025. 159 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

  • James T. Borello held 309 shares of Equitable Holdings worth $15.8K as of Q3 2026.
  • James T. Borello bought 4 Equitable Holdings shares in Q3 2026, an estimated $201.
  • Equitable Holdings made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #488 holding.
  • James T. Borello first reported a position in Equitable Holdings in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello's Equitable Holdings position peaked at $17.1K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.