Regatta Research & Money Management’s Equitable Holdings EQH Stock Holding History

Regatta Research & Money 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	$74.7K	Buy	+1,702	New	+$71.2K	0.07%	211

Other funds holding EQH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Regatta Research & Money Management's EQH Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Equitable Holdings (EQH) in Q2 2026: 1,702 shares worth $74.7K. The stake represents 0.07% of the portfolio and ranks #211 among its holdings.

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

Regatta Research & Money Management held 1,702 shares of Equitable Holdings worth $74.7K as of Q2 2026.
Equitable Holdings was a new Regatta Research & Money Management position in Q2 2026.
Equitable Holdings made up 0.07% of Regatta Research & Money Management's portfolio in Q2 2026, its #211 holding.
315 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.