Romano Brothers & Co’s Equitable Holdings EQH Stock Holding History

Romano Brothers & Co’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	$359K	Hold	8,175	–	–	0.04%	277
2026 Q1	$303K	Hold	8,175	–	–	0.03%	285
2025 Q4	$390K	Buy	8,175 +200	+3%	+$9.48K	0.04%	256
2025 Q3	$405K	Hold	7,975	–	–	0.05%	244
2025 Q2	$447K	Hold	7,975	–	–	0.06%	231
2025 Q1	$415K	Sell	7,975 -200	-2%	-$10.5K	0.05%	231
2024 Q4	$386K	Hold	8,175	–	–	0.05%	234
2024 Q3	$344K	Hold	8,175	–	–	0.04%	249
2024 Q2	$334K	Hold	8,175	–	–	0.05%	243
2024 Q1	$311K	Hold	8,175	–	–	0.04%	253
2023 Q4	$272K	Sell	8,175 -175	-2%	-$5.12K	0.04%	263
2023 Q3	$237K	Sell	8,350 -200	-2%	-$5.65K	0.04%	274
2023 Q2	$232K	Buy	8,550 +650	+8%	+$16.5K	0.03%	282
2023 Q1	$201K	Buy	7,900 +5,150	+187%	+$152K	0.03%	294
2022 Q4	$78.9K	Buy	+2,750	New	+$81.4K	0.01%	397

Other funds holding EQH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Romano Brothers & Co's EQH Position: Q2 2026 in Review

Romano Brothers & Co held its Equitable Holdings (EQH) position steady in Q2 2026 at 8,175 shares worth $359K. The position accounts for 0.04% of the portfolio, ranked #277.

Romano Brothers & Co first reported a position in EQH in Q4 2022 and has held it in 15 quarters since. The position peaked at $447K in Q2 2025. 480 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Romano Brothers & Co held 8,175 shares of Equitable Holdings worth $359K as of Q2 2026.
Romano Brothers & Co left its Equitable Holdings share count unchanged in Q2 2026.
Equitable Holdings made up 0.04% of Romano Brothers & Co's portfolio in Q2 2026, its #277 holding.
Romano Brothers & Co first reported a position in Equitable Holdings in Q4 2022 and has held it in 15 quarters since.
Romano Brothers & Co's Equitable Holdings position peaked at $447K in Q2 2025.
480 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.