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OFI Invest Asset Management’s Equitable Holdings EQH Stock Holding History

OFI Invest Asset Management’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 		$1.06M Buy
24,248
+13,233
+120% +$553K 0.01% 273
2026
Q1 		$409K Buy
+11,015
New +$472K 0.01% 293

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $1.1B AUM 38.56% 1-Year Est. Return

OFI Invest Asset Management's EQH Position: Q2 2026 in Review

OFI Invest Asset Management increased its Equitable Holdings (EQH) stake by 120% in Q2 2026, buying an estimated $553K and bringing the position to 24,248 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #273.

OFI Invest Asset Management first reported a position in EQH in Q1 2026 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • OFI Invest Asset Management held 24,248 shares of Equitable Holdings worth $1.06M as of Q2 2026.
  • OFI Invest Asset Management bought 13,233 Equitable Holdings shares in Q2 2026, an estimated $553K.
  • Equitable Holdings made up 0.01% of OFI Invest Asset Management's portfolio in Q2 2026, its #273 holding.
  • OFI Invest Asset Management first reported a position in Equitable Holdings in Q1 2026 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on OFI Invest Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.