Longboard Asset Management’s Equitable Holdings EQH Stock Holding History

Longboard 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
2025 Q4	–	Sell	-4,608	Closed	-$234K	–	130
2025 Q3	$234K	Hold	4,608	–	–	0.38%	110
2025 Q2	$259K	Hold	4,608	–	–	0.64%	46
2025 Q1	$240K	Hold	4,608	–	–	0.7%	42
2024 Q4	$217K	Buy	+4,608	New	+$213K	0.58%	90

Other funds holding EQH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Longboard Asset Management's EQH Position: Q4 2025 in Review

Longboard Asset Management sold out of Equitable Holdings (EQH) in Q4 2025, closing a stake of 4,608 shares — an estimated $234K sold.

Longboard Asset Management first reported a position in EQH in Q4 2024 and held it in 4 quarters. The position peaked at $259K in Q2 2025. 551 funds tracked by Wall St. Rank hold EQH as of Q4 2025.

Longboard Asset Management reported no remaining Equitable Holdings position as of Q4 2025 after selling out during the quarter.
Longboard Asset Management sold 4,608 Equitable Holdings shares in Q4 2025, an estimated $234K.
Longboard Asset Management first reported a position in Equitable Holdings in Q4 2024 and held it in 4 quarters.
Longboard Asset Management's Equitable Holdings position peaked at $259K in Q2 2025.
551 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2025.

Based on Longboard Asset Management's 13F filing for Q4 2025, filed 16 Jan 2026.