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Johnson Financial Group Inc (Wisconsin)’s Equitable Holdings EQH Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q1 		– Sell
-948
Closed -$45.2K – 923
2025
Q4 		$45.2K Buy
948
+438
+86% +$20.8K ﹤0.01% 519
2025
Q3 		$25.9K Buy
+510
New +$27K ﹤0.01% 690
2024
Q2 		– Sell
-7
Closed -$267 – 873
2024
Q1 		$267 Hold
7
– – ﹤0.01% 746
2023
Q4 		$234 Buy
+7
New +$205 ﹤0.01% 872

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Vanguard Portfolio Management
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State Street
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s EQH Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 948 shares — an estimated $45.2K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in EQH in Q4 2023 and held it in 4 quarters. The position peaked at $45.2K in Q4 2025. 542 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 948 Equitable Holdings shares in Q1 2026, an estimated $45.2K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Equitable Holdings in Q4 2023 and held it in 4 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Equitable Holdings position peaked at $45.2K in Q4 2025.
  • 542 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.