MBL Wealth
EQH icon

MBL Wealth’s Equitable Holdings EQH Stock Holding History

MBL Wealth’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 		$240K Buy
+4,673
New +$235K 0.01% 538

Other funds holding EQH

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Thornburg Investment Management
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 21.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

MBL Wealth's EQH Position: Q3 2026 in Review

MBL Wealth opened a new position in Equitable Holdings (EQH) in Q3 2026: 4,673 shares worth $240K. The stake represents 0.01% of the portfolio and ranks #538 among its holdings.

391 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

  • MBL Wealth held 4,673 shares of Equitable Holdings worth $240K as of Q3 2026.
  • Equitable Holdings was a new MBL Wealth position in Q3 2026.
  • Equitable Holdings made up 0.01% of MBL Wealth's portfolio in Q3 2026, its #538 holding.
  • 391 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.