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 Q3	$550K	Sell	10,729 -15,871	-60%	-$798K	﹤0.01%	954
2026 Q2	$1.17M	Sell	26,600 -13,400	-34%	-$560K	0.01%	902
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return

Jefferies Financial Group's EQH Position: Q3 2026 in Review

Jefferies Financial Group reduced its Equitable Holdings (EQH) stake by 60% in Q3 2026, selling an estimated $798K and leaving 10,729 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Jefferies Financial Group first reported a position in EQH in Q4 2022 and has held it in 9 quarters since. The position peaked at $4.26M in Q4 2022. 375 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

Jefferies Financial Group held 10,729 shares of Equitable Holdings worth $550K as of Q3 2026.
Jefferies Financial Group sold 15,871 Equitable Holdings shares in Q3 2026, an estimated $798K.
Equitable Holdings made up ﹤0.01% of Jefferies Financial Group's portfolio in Q3 2026, its #954 holding.
Jefferies Financial Group first reported a position in Equitable Holdings in Q4 2022 and has held it in 9 quarters since.
Jefferies Financial Group's Equitable Holdings position peaked at $4.26M in Q4 2022.
375 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.