Jefferies Financial Group’s Equitable Holdings EQH Stock Holding History

Jefferies 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	$1.48M	Buy	40,000 +20,000	+100%	+$857K	0.01%	762
2025 Q4	$953K	Buy	+20,000	New	+$948K	﹤0.01%	1107
2025 Q3	–	Sell	-20,537	Closed	-$1.15M	–	1517
2025 Q2	$1.15M	Sell	20,537 -49,925	-71%	-$2.57M	0.01%	688
2025 Q1	$3.67M	Buy	+70,462	New	+$3.69M	0.03%	387
2024 Q3	–	Sell	-14,000	Closed	-$572K	–	1529
2024 Q2	$572K	Sell	14,000 -43,000	-75%	-$1.68M	0.01%	927
2024 Q1	$2.17M	Buy	+57,000	New	+$1.94M	0.02%	567
2023 Q1	–	Sell	-148,500	Closed	-$4.38M	–	1725
2022 Q4	$4.26M	Buy	+148,500	New	+$4.4M	0.03%	444

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

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

Jefferies Financial Group increased its Equitable Holdings (EQH) stake by 100% in Q1 2026, buying an estimated $857K and bringing the position to 40,000 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #762.

Jefferies Financial Group first reported a position in EQH in Q4 2022 and has held it in 7 quarters since. The position peaked at $4.26M in Q4 2022. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

Jefferies Financial Group held 40,000 shares of Equitable Holdings worth $1.48M as of Q1 2026.
Jefferies Financial Group bought 20,000 Equitable Holdings shares in Q1 2026, an estimated $857K.
Equitable Holdings made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #762 holding.
Jefferies Financial Group first reported a position in Equitable Holdings in Q4 2022 and has held it in 7 quarters since.
Jefferies Financial Group's Equitable Holdings position peaked at $4.26M in Q4 2022.
539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.