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Principal Securities’s Equitable Holdings EQH Stock Holding History

Principal 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
2025
Q4 		– Sell
-2,703
Closed -$137K – 1984
2025
Q3 		$137K Sell
2,703
-289
-10% -$15.3K ﹤0.01% 1453
2025
Q2 		$168K Buy
2,992
+1,187
+66% +$61K ﹤0.01% 1309
2025
Q1 		$85.1K Hold
1,805
– – ﹤0.01% 1506
2024
Q4 		$85.1K Buy
1,805
+817
+83% +$37.7K ﹤0.01% 1504
2024
Q3 		$41.5K Buy
988
+446
+82% +$18.3K ﹤0.01% 1774
2024
Q2 		$22.1K Buy
542
+125
+30% +$4.9K ﹤0.01% 2020
2024
Q1 		$15.8K Sell
417
-156
-27% -$5.3K ﹤0.01% 2124
2023
Q4 		$19.1K Buy
+573
New +$16.8K ﹤0.01% 1942

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Principal Securities's EQH Position: Q4 2025 in Review

Principal Securities sold out of Equitable Holdings (EQH) in Q4 2025, closing a stake of 2,703 shares — an estimated $137K sold.

Principal Securities first reported a position in EQH in Q4 2023 and held it in 8 quarters. The position peaked at $168K in Q2 2025. 551 funds tracked by Wall St. Rank hold EQH as of Q4 2025.

  • Principal Securities reported no remaining Equitable Holdings position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,703 Equitable Holdings shares in Q4 2025, an estimated $137K.
  • Principal Securities first reported a position in Equitable Holdings in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Equitable Holdings position peaked at $168K in Q2 2025.
  • 551 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.