Mather Group’s Equitable Holdings EQH Stock Holding History

Mather Group’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 Q3	$17.7K	Buy	346 +84	+32%	+$4.22K	﹤0.01%	1476
2026 Q2	$11.5K	Hold	262	–	–	﹤0.01%	1472
2026 Q1	$9.7K	Buy	+262	New	+$11.2K	﹤0.01%	1461
2025 Q4	–	Sell	-277	Closed	-$14.1K	–	948
2025 Q3	$14.1K	Buy	+277	New	+$14.7K	﹤0.01%	1197
2025 Q2	–	Sell	-277	Closed	-$14.4K	–	947
2025 Q1	$14.4K	Sell	277 -32	-10%	-$1.68K	﹤0.01%	1169
2024 Q4	$14.6K	Buy	309 +60	+24%	+$2.77K	﹤0.01%	1153
2024 Q3	$10.5K	Buy	249 +16	+7%	+$656	﹤0.01%	1168
2024 Q2	$8.86K	Hold	233	–	–	﹤0.01%	1486
2024 Q1	$7.77K	Buy	+233	New	+$7.92K	﹤0.01%	1266

Other funds holding EQH

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Mather Group's EQH Position: Q3 2026 in Review

Mather Group increased its Equitable Holdings (EQH) stake by 32% in Q3 2026, buying an estimated $4.22K and bringing the position to 346 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

Mather Group first reported a position in EQH in Q1 2024 and has held it in 9 quarters since. 97 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

Mather Group held 346 shares of Equitable Holdings worth $17.7K as of Q3 2026.
Mather Group bought 84 Equitable Holdings shares in Q3 2026, an estimated $4.22K.
Equitable Holdings made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1476 holding.
Mather Group first reported a position in Equitable Holdings in Q1 2024 and has held it in 9 quarters since.
97 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.