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LRI Investments’s Equitable Holdings EQH Stock Holding History

LRI Investments’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 		$93.6K Buy
2,133
+924
+76% +$38.6K 0.01% 451
2026
Q1 		$44.9K Hold
1,209
– – ﹤0.01% 535
2025
Q4 		$57.6K Hold
1,209
– – ﹤0.01% 518
2025
Q3 		$61.4K Hold
1,209
– – 0.01% 509
2025
Q2 		$67.8K Hold
1,209
– – 0.01% 499
2025
Q1 		$63K Hold
1,209
– – 0.01% 504
2024
Q4 		$57K Hold
1,209
– – 0.01% 511
2024
Q3 		$57.6K Buy
1,209
+97
+9% +$3.98K 0.01% 497
2024
Q2 		$45.4K Buy
1,112
+1,000
+893% +$39.2K 0.01% 485
2024
Q1 		$4.26K Buy
+112
New +$3.81K ﹤0.01% 659

Other funds holding EQH

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LRI Investments's EQH Position: Q2 2026 in Review

LRI Investments increased its Equitable Holdings (EQH) stake by 76% in Q2 2026, buying an estimated $38.6K and bringing the position to 2,133 shares worth $93.6K. The position accounts for 0.01% of the portfolio, ranked #451.

LRI Investments first reported a position in EQH in Q1 2024 and has held it in 10 quarters since. 134 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • LRI Investments held 2,133 shares of Equitable Holdings worth $93.6K as of Q2 2026.
  • LRI Investments bought 924 Equitable Holdings shares in Q2 2026, an estimated $38.6K.
  • Equitable Holdings made up 0.01% of LRI Investments's portfolio in Q2 2026, its #451 holding.
  • LRI Investments first reported a position in Equitable Holdings in Q1 2024 and has held it in 10 quarters since.
  • 134 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.