NS
EQH icon

NBC Securities’s Equitable Holdings EQH Stock Holding History

NBC Securities’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
Q2 		$580K Buy
13,221
+2,928
+28% +$122K 0.04% 474
2026
Q1 		$382K Sell
10,293
-2,056
-17% -$88.1K 0.03% 613
2025
Q4 		$588K Sell
12,349
-211
-2% -$10K 0.04% 446
2025
Q3 		$638K Buy
12,560
+75
+0.6% +$3.97K 0.05% 415
2025
Q2 		$700K Buy
12,485
+17
+0.1% +$874 0.06% 373
2025
Q1 		$649K Buy
12,468
+12,457
+113,245% +$652K 0.06% 358
2024
Q4 		$556 Sell
11
-11,779
-100% -$544K 0.05% 410
2024
Q3 		$495K Sell
11,790
-72
-0.6% -$2.95K 0.04% 463
2024
Q2 		$484K Buy
11,862
+1,742
+17% +$68.2K 0.04% 449
2024
Q1 		$384K Sell
10,120
-6
-0.1% -$204 0.04% 520
2023
Q4 		$337K Sell
10,126
-96
-0.9% -$2.81K 0.03% 533
2023
Q3 		$290K Buy
+10,222
New +$289K 0.03% 564

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

NBC Securities's EQH Position: Q2 2026 in Review

NBC Securities increased its Equitable Holdings (EQH) stake by 28% in Q2 2026, buying an estimated $122K and bringing the position to 13,221 shares worth $580K. The position accounts for 0.04% of the portfolio, ranked #474.

NBC Securities first reported a position in EQH in Q3 2023 and has held it in 12 quarters since. The position peaked at $700K in Q2 2025. 480 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • NBC Securities held 13,221 shares of Equitable Holdings worth $580K as of Q2 2026.
  • NBC Securities bought 2,928 Equitable Holdings shares in Q2 2026, an estimated $122K.
  • Equitable Holdings made up 0.04% of NBC Securities's portfolio in Q2 2026, its #474 holding.
  • NBC Securities first reported a position in Equitable Holdings in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's Equitable Holdings position peaked at $700K in Q2 2025.
  • 480 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.