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Lindbrook Capital’s Equitable Holdings EQH Stock Holding History

Lindbrook Capital’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
2025
Q1 		$51.2K Hold
982
– – ﹤0.01% 997
2024
Q4 		$46.3K Sell
982
-22
-2% -$1.02K ﹤0.01% 847
2024
Q3 		$42.2K Hold
1,004
– – ﹤0.01% 907
2024
Q2 		$41K Hold
1,004
– – ﹤0.01% 881
2024
Q1 		$38.2K Hold
1,004
– – ﹤0.01% 895
2023
Q4 		$33.4K Buy
1,004
+591
+143% +$17.3K ﹤0.01% 928
2023
Q3 		$11.7K Buy
413
+61
+17% +$1.72K ﹤0.01% 1331
2023
Q2 		$9.56K Sell
352
-69
-16% -$1.75K ﹤0.01% 1493
2023
Q1 		$10.7K Sell
421
-19
-4% -$561 ﹤0.01% 1413
2022
Q4 		$12.6K Sell
440
-255
-37% -$7.55K ﹤0.01% 1311
2022
Q3 		$18K Buy
695
+131
+23% +$3.72K ﹤0.01% 1028
2022
Q2 		$15K Buy
564
+267
+90% +$7.74K ﹤0.01% 1088
2022
Q1 		$9K Sell
297
-12
-4% -$396 ﹤0.01% 1318
2021
Q4 		$10K Sell
309
-67
-18% -$2.2K ﹤0.01% 1262
2021
Q3 		$11K Buy
376
+67
+22% +$2.03K ﹤0.01% 952
2021
Q2 		$9K Hold
309
– – ﹤0.01% 1082
2021
Q1 		$10K Buy
309
+16
+5% +$461 ﹤0.01% 1013
2020
Q4 		$7K Hold
293
– – ﹤0.01% 1037
2020
Q3 		$5K Hold
293
– – ﹤0.01% 1102
2020
Q2 		$6K Buy
293
+15
+5% +$268 ﹤0.01% 1005
2020
Q1 		$4K Buy
278
+195
+235% +$4.26K ﹤0.01% 1075
2019
Q4 		$2K Hold
83
– – ﹤0.01% 1278
2019
Q3 		$2K Buy
+83
New +$1.78K ﹤0.01% 1253

Other funds holding EQH

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Lindbrook Capital's EQH Position: Q1 2025 in Review

Lindbrook Capital held its Equitable Holdings (EQH) position steady in Q1 2025 at 982 shares worth $51.2K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Lindbrook Capital first reported a position in EQH in Q3 2019 and has held it in 23 quarters since. 575 funds tracked by Wall St. Rank hold EQH as of Q1 2025.

  • Lindbrook Capital held 982 shares of Equitable Holdings worth $51.2K as of Q1 2025.
  • Lindbrook Capital left its Equitable Holdings share count unchanged in Q1 2025.
  • Equitable Holdings made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #997 holding.
  • Lindbrook Capital first reported a position in Equitable Holdings in Q3 2019 and has held it in 23 quarters since.
  • 575 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.