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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
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 $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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rossby Financial's EQH Position: Q1 2026 in Review

Rossby Financial increased its Equitable Holdings (EQH) stake by 257% in Q1 2026, buying an estimated $8.14K and bringing the position to 264 shares worth $9.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Rossby Financial first reported a position in EQH in Q3 2025 and has held it in 3 quarters since. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Rossby Financial held 264 shares of Equitable Holdings worth $9.93K as of Q1 2026.
  • Rossby Financial bought 190 Equitable Holdings shares in Q1 2026, an estimated $8.14K.
  • Equitable Holdings made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1252 holding.
  • Rossby Financial first reported a position in Equitable Holdings in Q3 2025 and has held it in 3 quarters since.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.