Meriwether Wealth & Planning’s Equitable Holdings EQH Stock Holding History

Meriwether Wealth & Planning’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	$3.79K	Buy	+74	New	+$3.72K	﹤0.01%	556

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

Oppenheimer Asset Management New York $9.5B AUM 23.46% 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

Meriwether Wealth & Planning's EQH Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Equitable Holdings (EQH) in Q3 2026: 74 shares worth $3.79K. The stake represents ﹤0.01% of the portfolio and ranks #556 among its holdings.

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

Meriwether Wealth & Planning held 74 shares of Equitable Holdings worth $3.79K as of Q3 2026.
Equitable Holdings was a new Meriwether Wealth & Planning position in Q3 2026.
Equitable Holdings made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #556 holding.
130 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.