Legacy Financial Advisors’s Equitable Holdings EQH Stock Holding History

Legacy Financial Advisors’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	$434K	Buy	+9,901	New	+$414K	0.05%	264

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 $3.37T AUM 44.26% 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

Legacy Financial Advisors's EQH Position: Q2 2026 in Review

Legacy Financial Advisors opened a new position in Equitable Holdings (EQH) in Q2 2026: 9,901 shares worth $434K. The stake represents 0.05% of the portfolio and ranks #264 among its holdings.

480 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Legacy Financial Advisors held 9,901 shares of Equitable Holdings worth $434K as of Q2 2026.
Equitable Holdings was a new Legacy Financial Advisors position in Q2 2026.
Equitable Holdings made up 0.05% of Legacy Financial Advisors's portfolio in Q2 2026, its #264 holding.
480 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.