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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
2023
Q2 		– Sell
-48,800
Closed -$1.24M – 1771
2023
Q1 		$1.24M Buy
+48,800
New +$1.44M 0.01% 817

Other funds holding EQH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
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.