JDM Financial Group’s Equitable Holdings EQH Stock Holding History

JDM 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
2026 Q2	$5.22K	Hold	119	–	–	﹤0.01%	262
2026 Q1	$4.42K	Buy	+119	New	+$5.1K	﹤0.01%	253

Other funds holding EQH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JDM Financial Group's EQH Position: Q2 2026 in Review

JDM Financial Group held its Equitable Holdings (EQH) position steady in Q2 2026 at 119 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

JDM Financial Group first reported a position in EQH in Q1 2026 and has held it in 2 quarters since. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

JDM Financial Group held 119 shares of Equitable Holdings worth $5.22K as of Q2 2026.
JDM Financial Group left its Equitable Holdings share count unchanged in Q2 2026.
Equitable Holdings made up ﹤0.01% of JDM Financial Group's portfolio in Q2 2026, its #262 holding.
JDM Financial Group first reported a position in Equitable Holdings in Q1 2026 and has held it in 2 quarters since.
483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.