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Larson Financial Group’s Equitable Holdings EQH Stock Holding History

Larson 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
2026
Q1 		$2.34K Sell
63
-12
-16% -$514 ﹤0.01% 2909
2025
Q4 		$3.57K Sell
75
-15
-17% -$711 ﹤0.01% 2592
2025
Q3 		$4.57K Buy
90
+28
+45% +$1.48K ﹤0.01% 2387
2025
Q2 		$3.48K Sell
62
-38
-38% -$1.95K ﹤0.01% 2220
2025
Q1 		$5.21K Buy
100
+93
+1,329% +$4.87K ﹤0.01% 1875
2024
Q4 		$330 Sell
7
-41
-85% -$1.89K ﹤0.01% 2307
2024
Q3 		$2.02K Buy
48
+41
+586% +$1.68K ﹤0.01% 1854
2024
Q2 		$286 Buy
+7
New +$274 ﹤0.01% 1970
2022
Q4 		– Sell
-992
Closed -$26K – 1512
2022
Q3 		$26K Buy
992
+6
+0.6% +$171 ﹤0.01% 571
2022
Q2 		$26K Buy
986
+7
+0.7% +$203 ﹤0.01% 493
2022
Q1 		$30K Buy
979
+6
+0.6% +$198 ﹤0.01% 453
2021
Q4 		$32K Buy
973
+5
+0.5% +$164 0.01% 461
2021
Q3 		$29K Buy
968
+6
+0.6% +$182 0.01% 391
2021
Q2 		$29K Buy
962
+5
+0.5% +$163 0.01% 375
2021
Q1 		$31K Buy
957
+5
+0.5% +$144 0.01% 337
2020
Q4 		$24K Buy
952
+7
+0.7% +$164 0.01% 333
2020
Q3 		$17K Buy
+945
New +$19K 0.01% 354

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

Larson Financial Group's EQH Position: Q1 2026 in Review

Larson Financial Group reduced its Equitable Holdings (EQH) stake by 16% in Q1 2026, selling an estimated $514 and leaving 63 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #2909.

Larson Financial Group first reported a position in EQH in Q3 2020 and has held it in 17 quarters since. The position peaked at $32K in Q4 2021. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Larson Financial Group held 63 shares of Equitable Holdings worth $2.34K as of Q1 2026.
  • Larson Financial Group sold 12 Equitable Holdings shares in Q1 2026, an estimated $514.
  • Equitable Holdings made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2909 holding.
  • Larson Financial Group first reported a position in Equitable Holdings in Q3 2020 and has held it in 17 quarters since.
  • Larson Financial Group's Equitable Holdings position peaked at $32K in Q4 2021.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.