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Rossby Financial’s Equitable Holdings EQH Stock Holding History

Rossby Financial’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 		$12.3K Buy
281
+17
+6% +$711 ﹤0.01% 1120
2026
Q1 		$9.93K Buy
264
+190
+257% +$8.14K ﹤0.01% 1252
2025
Q4 		$3.53K Buy
74
+29
+64% +$1.38K ﹤0.01% 1211
2025
Q3 		$2.22K Buy
+45
New +$2.38K ﹤0.01% 1133

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Rossby Financial's EQH Position: Q2 2026 in Review

Rossby Financial increased its Equitable Holdings (EQH) stake by 6.4% in Q2 2026, buying an estimated $711 and bringing the position to 281 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Rossby Financial first reported a position in EQH in Q3 2025 and has held it in 4 quarters since. 483 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Rossby Financial held 281 shares of Equitable Holdings worth $12.3K as of Q2 2026.
  • Rossby Financial bought 17 Equitable Holdings shares in Q2 2026, an estimated $711.
  • Equitable Holdings made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1120 holding.
  • Rossby Financial first reported a position in Equitable Holdings in Q3 2025 and has held it in 4 quarters since.
  • 483 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.