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JFS Wealth Advisors’s Equitable Holdings EQH Stock Holding History

JFS Wealth Advisors’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
Q2 		$11.3K Hold
257
– – ﹤0.01% 965
2026
Q1 		$9.54K Sell
257
-84
-25% -$3.6K ﹤0.01% 968
2025
Q4 		$16.2K Buy
341
+81
+31% +$3.84K ﹤0.01% 812
2025
Q3 		$13.2K Hold
260
– – ﹤0.01% 816
2025
Q2 		$14.6K Hold
260
– – ﹤0.01% 738
2025
Q1 		$13.5K Hold
260
– – ﹤0.01% 772
2024
Q4 		$12.3K Buy
260
+4
+2% +$185 ﹤0.01% 793
2024
Q3 		$10.8K Buy
256
+7
+3% +$287 ﹤0.01% 832
2024
Q2 		$10.2K Hold
249
– – ﹤0.01% 793
2024
Q1 		$9.46K Hold
249
– – ﹤0.01% 830
2023
Q4 		$8.29K Sell
249
-17
-6% -$498 ﹤0.01% 837
2023
Q3 		$7.55K Buy
266
+82
+45% +$2.31K ﹤0.01% 821
2023
Q2 		$5K Sell
184
-124
-40% -$3.14K ﹤0.01% 1002
2023
Q1 		$7.82K Buy
308
+22
+8% +$649 ﹤0.01% 805
2022
Q4 		$8.21K Buy
286
+55
+24% +$1.63K ﹤0.01% 782
2022
Q3 		$6K Sell
231
-161
-41% -$4.58K ﹤0.01% 903
2022
Q2 		$10K Buy
392
+177
+82% +$5.13K ﹤0.01% 760
2022
Q1 		$7K Buy
215
+122
+131% +$4.02K ﹤0.01% 913
2021
Q4 		$3K Buy
+93
New +$3.05K ﹤0.01% 931

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 $3.37T AUM 44.26% 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

JFS Wealth Advisors's EQH Position: Q2 2026 in Review

JFS Wealth Advisors held its Equitable Holdings (EQH) position steady in Q2 2026 at 257 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

JFS Wealth Advisors first reported a position in EQH in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.2K in Q4 2025. 480 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • JFS Wealth Advisors held 257 shares of Equitable Holdings worth $11.3K as of Q2 2026.
  • JFS Wealth Advisors left its Equitable Holdings share count unchanged in Q2 2026.
  • Equitable Holdings made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #965 holding.
  • JFS Wealth Advisors first reported a position in Equitable Holdings in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Equitable Holdings position peaked at $16.2K in Q4 2025.
  • 480 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.