Mather Group’s Equitable Holdings EQH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$9.72K 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

Mather Group's EQH Position: Q1 2026 in Review

Mather Group opened a new position in Equitable Holdings (EQH) in Q1 2026: 262 shares worth $9.72K. The stake represents ﹤0.01% of the portfolio and ranks #1461 among its holdings. This is a return to the name: Mather Group previously reported a position in EQH as recently as Q3 2025.

Mather Group first reported a position in EQH in Q1 2024 and has held it in 7 quarters since. The position peaked at $14.6K in Q4 2024. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Mather Group held 262 shares of Equitable Holdings worth $9.72K as of Q1 2026.
  • Equitable Holdings was a new Mather Group position in Q1 2026.
  • Equitable Holdings made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1461 holding.
  • Mather Group first reported a position in Equitable Holdings in Q1 2024 and has held it in 7 quarters since.
  • Mather Group's Equitable Holdings position peaked at $14.6K in Q4 2024.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.