Larson Financial Group
EQH icon

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
Q3 		$2.05K Buy
40
+5
+14% +$251 ﹤0.01% 3220
2026
Q2 		$1.54K Sell
35
-28
-44% -$1.17K ﹤0.01% 3190
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Larson Financial Group's EQH Position: Q3 2026 in Review

Larson Financial Group increased its Equitable Holdings (EQH) stake by 14% in Q3 2026, buying an estimated $251 and bringing the position to 40 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #3220.

Larson Financial Group first reported a position in EQH in Q3 2020 and has held it in 19 quarters since. The position peaked at $32K in Q4 2021. 323 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

  • Larson Financial Group held 40 shares of Equitable Holdings worth $2.05K as of Q3 2026.
  • Larson Financial Group bought 5 Equitable Holdings shares in Q3 2026, an estimated $251.
  • Equitable Holdings made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #3220 holding.
  • Larson Financial Group first reported a position in Equitable Holdings in Q3 2020 and has held it in 19 quarters since.
  • Larson Financial Group's Equitable Holdings position peaked at $32K in Q4 2021.
  • 323 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.