Root Financial Partners
EQH icon

Root Financial Partners’s Equitable Holdings EQH Stock Holding History

Root Financial Partners’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
Q3 		$33.5K Buy
+654
New +$32.9K ﹤0.01% 1285
2026
Q2 		– Sell
-888
Closed -$33K – 1258
2026
Q1 		$33K Buy
888
+347
+64% +$14.9K ﹤0.01% 1060
2025
Q4 		$25.8K Sell
541
-169
-24% -$8.01K ﹤0.01% 1042
2025
Q3 		$36.1K Buy
+710
New +$37.6K ﹤0.01% 804

Other funds holding EQH

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Root Financial Partners's EQH Position: Q3 2026 in Review

Root Financial Partners opened a new position in Equitable Holdings (EQH) in Q3 2026: 654 shares worth $33.5K. The stake represents ﹤0.01% of the portfolio and ranks #1285 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EQH as recently as Q1 2026.

Root Financial Partners first reported a position in EQH in Q3 2025 and has held it in 4 quarters since. The position peaked at $36.1K in Q3 2025. 296 funds tracked by Wall St. Rank hold EQH as of Q3 2026.

  • Root Financial Partners held 654 shares of Equitable Holdings worth $33.5K as of Q3 2026.
  • Equitable Holdings was a new Root Financial Partners position in Q3 2026.
  • Equitable Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1285 holding.
  • Root Financial Partners first reported a position in Equitable Holdings in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Equitable Holdings position peaked at $36.1K in Q3 2025.
  • 296 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.