LSV Asset Management
EQH icon

LSV Asset Management’s Equitable Holdings EQH Stock Holding History

LSV 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
Q2 		$347K Sell
7,900
-211,100
-96% -$8.83M ﹤0.01% 773
2026
Q1 		$8.13M Sell
219,000
-3,300
-1% -$141K 0.02% 416
2025
Q4 		$10.6M Sell
222,300
-9,800
-4% -$465K 0.02% 379
2025
Q3 		$11.8M Sell
232,100
-21,500
-8% -$1.14M 0.03% 383
2025
Q2 		$14.2M Sell
253,600
-30,700
-11% -$1.58M 0.03% 346
2025
Q1 		$14.8M Sell
284,300
-4,400
-2% -$230K 0.04% 341
2024
Q4 		$13.6M Sell
288,700
-4,100
-1% -$189K 0.03% 360
2024
Q3 		$12.3M Sell
292,800
-27,982
-9% -$1.15M 0.03% 385
2024
Q2 		$13.1M Sell
320,782
-21,900
-6% -$858K 0.03% 401
2024
Q1 		$13M Sell
342,682
-137,071
-29% -$4.66M 0.03% 399
2023
Q4 		$16M Sell
479,753
-95,924
-17% -$2.81M 0.03% 372
2023
Q3 		$16.3M Sell
575,677
-32,500
-5% -$917K 0.04% 348
2023
Q2 		$16.5M Sell
608,177
-10,400
-2% -$263K 0.04% 347
2023
Q1 		$15.7M Sell
618,577
-13,100
-2% -$387K 0.04% 343
2022
Q4 		$18.1M Sell
631,677
-14,100
-2% -$417K 0.04% 320
2022
Q3 		$17M Buy
645,777
+284,522
+79% +$8.09M 0.04% 324
2022
Q2 		$9.42M Sell
361,255
-35,890
-9% -$1.04M 0.02% 421
2022
Q1 		$12.3M Buy
397,145
+102,945
+35% +$3.39M 0.02% 412
2021
Q4 		$9.65M Sell
294,200
-22,000
-7% -$722K 0.02% 461
2021
Q3 		$9.37M Hold
316,200
– – 0.02% 463
2021
Q2 		$9.63M Buy
316,200
+65,100
+26% +$2.12M 0.02% 467
2021
Q1 		$8.19M Buy
251,100
+126,600
+102% +$3.65M 0.01% 494
2020
Q4 		$3.19M Buy
124,500
+116,800
+1,517% +$2.73M 0.01% 628
2020
Q3 		$140K Sell
7,700
-20,300
-73% -$408K ﹤0.01% 890
2020
Q2 		$540K Buy
+28,000
New +$500K ﹤0.01% 828

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $1.1B AUM 38.56% 1-Year Est. Return

LSV Asset Management's EQH Position: Q2 2026 in Review

LSV Asset Management reduced its Equitable Holdings (EQH) stake by 96% in Q2 2026, selling an estimated $8.83M and leaving 7,900 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

LSV Asset Management first reported a position in EQH in Q2 2020 and has held it in 25 quarters since. The position peaked at $18.1M in Q4 2022. 235 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • LSV Asset Management held 7,900 shares of Equitable Holdings worth $347K as of Q2 2026.
  • LSV Asset Management sold 211,100 Equitable Holdings shares in Q2 2026, an estimated $8.83M.
  • Equitable Holdings made up ﹤0.01% of LSV Asset Management's portfolio in Q2 2026, its #773 holding.
  • LSV Asset Management first reported a position in Equitable Holdings in Q2 2020 and has held it in 25 quarters since.
  • LSV Asset Management's Equitable Holdings position peaked at $18.1M in Q4 2022.
  • 235 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.