Jim Simons’s Equitable Holdings EQH Stock Holding History

Jim Simons’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	$36M	Buy	+819,900	New	+$34.3M	0.05%	452
2024 Q2	–	Sell	-68,200	Closed	-$2.59M	–	3607
2024 Q1	$2.59M	Buy	+68,200	New	+$2.32M	﹤0.01%	1850
2022 Q4	–	Sell	-450,500	Closed	-$11.9M	–	4180
2022 Q3	$11.9M	Buy	450,500 +143,500	+47%	+$4.08M	0.02%	936
2022 Q2	$8M	Buy	+307,000	New	+$8.9M	0.01%	1236
2022 Q1	–	Sell	-35,800	Closed	-$1.17M	–	4158
2021 Q4	$1.17M	Sell	35,800 -1,125,200	-97%	-$36.9M	﹤0.01%	2529
2021 Q3	$34.4M	Sell	1,161,000 -495,200	-30%	-$15M	0.04%	433
2021 Q2	$50.4M	Buy	+1,656,200	New	+$54M	0.06%	322
2021 Q1	–	Sell	-271,100	Closed	-$6.94M	–	3421
2020 Q4	$6.94M	Buy	+271,100	New	+$6.34M	0.01%	1390
2020 Q2	–	Sell	-456,900	Closed	-$6.6M	–	3528
2020 Q1	$6.6M	Buy	456,900 +358,400	+364%	+$7.83M	0.01%	1403
2019 Q4	$2.44M	Sell	98,500 -1,052,100	-91%	-$24.4M	﹤0.01%	2224
2019 Q3	$25.5M	Buy	1,150,600 +51,200	+5%	+$1.1M	0.02%	838
2019 Q2	$23M	Buy	+1,099,400	New	+$23.7M	0.02%	889

Other funds holding EQH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jim Simons's EQH Position: Q2 2026 in Review

Jim Simons opened a new position in Equitable Holdings (EQH) in Q2 2026: 819,900 shares worth $36M. The stake represents 0.05% of the portfolio and ranks #452 among its holdings. This is a return to the name: Jim Simons previously reported a position in EQH as recently as Q1 2024.

Jim Simons first reported a position in EQH in Q2 2019 and has held it in 12 quarters since. The position peaked at $50.4M in Q2 2021. 485 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Jim Simons held 819,900 shares of Equitable Holdings worth $36M as of Q2 2026.
Equitable Holdings was a new Jim Simons position in Q2 2026.
Equitable Holdings made up 0.05% of Jim Simons's portfolio in Q2 2026, its #452 holding.
Jim Simons first reported a position in Equitable Holdings in Q2 2019 and has held it in 12 quarters since.
Jim Simons's Equitable Holdings position peaked at $50.4M in Q2 2021.
485 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.