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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 $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Jefferies Financial Group reduced its Equitable Holdings (EQH) stake by 34% in Q2 2026, selling an estimated $560K and leaving 26,600 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #902.

Jefferies Financial Group first reported a position in EQH in Q4 2022 and has held it in 8 quarters since. The position peaked at $4.26M in Q4 2022. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Jefferies Financial Group held 26,600 shares of Equitable Holdings worth $1.17M as of Q2 2026.
  • Jefferies Financial Group sold 13,400 Equitable Holdings shares in Q2 2026, an estimated $560K.
  • Equitable Holdings made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #902 holding.
  • Jefferies Financial Group first reported a position in Equitable Holdings in Q4 2022 and has held it in 8 quarters since.
  • Jefferies Financial Group's Equitable Holdings position peaked at $4.26M in Q4 2022.
  • 484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.