LECAP Asset Management
EQH icon

LECAP Asset Management’s Equitable Holdings EQH Stock Holding History

LECAP Asset Management’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 		$1.46M Sell
28,560
-21,069
-42% -$1.06M 0.7% 32
2026
Q2 		$2.18M Buy
49,629
+43,859
+760% +$1.83M 0.93% 10
2026
Q1 		$214K Sell
5,770
-29,135
-83% -$1.25M 0.08% 262
2025
Q4 		$1.66M Sell
34,905
-16,172
-32% -$767K 0.66% 49
2025
Q3 		$2.59M Buy
51,077
+33,456
+190% +$1.77M 0.9% 13
2025
Q2 		$989K Sell
17,621
-40,279
-70% -$2.07M 0.35% 111
2025
Q1 		$3.02M Buy
57,900
+48,771
+534% +$2.55M 0.7% 24
2024
Q4 		$431K Sell
9,129
-35,975
-80% -$1.66M 0.12% 236
2024
Q3 		$1.9M Buy
+45,104
New +$1.85M 0.41% 90
2024
Q2 		– Sell
-64,301
Closed -$2.44M – 344
2024
Q1 		$2.44M Buy
64,301
+34,987
+119% +$1.19M 0.51% 63
2023
Q4 		$976K Buy
+29,314
New +$858K 0.36% 114

Other funds holding EQH

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
J.V. Bruni & Co
J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return

LECAP Asset Management's EQH Position: Q3 2026 in Review

LECAP Asset Management reduced its Equitable Holdings (EQH) stake by 42% in Q3 2026, selling an estimated $1.06M and leaving 28,560 shares worth $1.46M. The position accounts for 0.7% of the portfolio, ranked #32.

LECAP Asset Management first reported a position in EQH in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.02M in Q1 2025. 260 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

  • LECAP Asset Management held 28,560 shares of Equitable Holdings worth $1.46M as of Q3 2026.
  • LECAP Asset Management sold 21,069 Equitable Holdings shares in Q3 2026, an estimated $1.06M.
  • Equitable Holdings made up 0.7% of LECAP Asset Management's portfolio in Q3 2026, its #32 holding.
  • LECAP Asset Management first reported a position in Equitable Holdings in Q4 2023 and has held it in 11 quarters since.
  • LECAP Asset Management's Equitable Holdings position peaked at $3.02M in Q1 2025.
  • 260 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on LECAP Asset Management's 13F filing for Q3 2026, filed 27 Oct 2026.