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NFC Investments’s Equitable Holdings EQH Stock Holding History

NFC Investments’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
Q1 		– Sell
-75,300
Closed -$3.59M – 42
2025
Q4 		$3.59M Hold
75,300
– – 1.01% 23
2025
Q3 		$3.82M Hold
75,300
– – 1.11% 22
2025
Q2 		$4.22M Buy
75,300
+300
+0.4% +$15.4K 1.21% 22
2025
Q1 		$3.91M Hold
75,000
– – 1.16% 22
2024
Q4 		$3.54M Buy
+75,000
New +$3.46M 0.98% 22

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NFC Investments's EQH Position: Q1 2026 in Review

NFC Investments sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 75,300 shares — an estimated $3.59M sold.

NFC Investments first reported a position in EQH in Q4 2024 and held it in 5 quarters. The position peaked at $4.22M in Q2 2025. 543 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • NFC Investments reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
  • NFC Investments sold 75,300 Equitable Holdings shares in Q1 2026, an estimated $3.59M.
  • NFC Investments first reported a position in Equitable Holdings in Q4 2024 and held it in 5 quarters.
  • NFC Investments's Equitable Holdings position peaked at $4.22M in Q2 2025.
  • 543 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on NFC Investments's 13F filing for Q1 2026, filed 12 May 2026.