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 Q1	$4.42K	Buy	+119	New	+$5.1K	﹤0.01%	253

Other funds holding EQH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JDM Financial Group's EQH Position: Q1 2026 in Review

JDM Financial Group opened a new position in Equitable Holdings (EQH) in Q1 2026: 119 shares worth $4.42K. The stake represents ﹤0.01% of the portfolio and ranks #253 among its holdings.

539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

JDM Financial Group held 119 shares of Equitable Holdings worth $4.42K as of Q1 2026.
Equitable Holdings was a new JDM Financial Group position in Q1 2026.
Equitable Holdings made up ﹤0.01% of JDM Financial Group's portfolio in Q1 2026, its #253 holding.
539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.