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EQH icon

MOTCO’s Equitable Holdings EQH Stock Holding History

MOTCO’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 		$359 Hold
7
– – ﹤0.01% 768
2026
Q2 		$307 Buy
+7
New +$293 ﹤0.01% 768
2025
Q3 		– Sell
-73
Closed -$3.75K – 655
2025
Q2 		$3.75K Buy
+73
New +$3.75K ﹤0.01% 487

Other funds holding EQH

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

MOTCO's EQH Position: Q3 2026 in Review

MOTCO held its Equitable Holdings (EQH) position steady in Q3 2026 at 7 shares worth $359. The position accounts for ﹤0.01% of the portfolio, ranked #768.

MOTCO first reported a position in EQH in Q2 2025 and has held it in 3 quarters since. The position peaked at $3.75K in Q2 2025. 323 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

  • MOTCO held 7 shares of Equitable Holdings worth $359 as of Q3 2026.
  • MOTCO left its Equitable Holdings share count unchanged in Q3 2026.
  • Equitable Holdings made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #768 holding.
  • MOTCO first reported a position in Equitable Holdings in Q2 2025 and has held it in 3 quarters since.
  • MOTCO's Equitable Holdings position peaked at $3.75K in Q2 2025.
  • 323 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.