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Stephens Inc’s Equitable Holdings EQH Stock Holding History

Stephens Inc’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
-59,701
Closed -$3.03M – 1327
2025
Q3 		$3.03M Sell
59,701
-6,591
-10% -$349K 0.04% 393
2025
Q2 		$3.72M Sell
66,292
-845
-1% -$43.5K 0.05% 328
2025
Q1 		$3.5M Sell
67,137
-1,597
-2% -$83.6K 0.05% 331
2024
Q4 		$3.24M Sell
68,734
-2,286
-3% -$106K 0.05% 341
2024
Q3 		$2.98M Sell
71,020
-562
-0.8% -$23.1K 0.04% 368
2024
Q2 		$2.92M Buy
71,582
+5,420
+8% +$212K 0.04% 349
2024
Q1 		$2.51M Buy
66,162
+53,668
+430% +$1.83M 0.04% 375
2023
Q4 		$416K Buy
+12,494
New +$366K 0.01% 816
2023
Q3 		– Sell
-10,040
Closed -$273K – 1235
2023
Q2 		$273K Buy
10,040
+360
+4% +$9.11K ﹤0.01% 956
2023
Q1 		$246K Sell
9,680
-3,012
-24% -$88.9K ﹤0.01% 958
2022
Q4 		$364K Sell
12,692
-3,568
-22% -$106K 0.01% 798
2022
Q3 		$428K Buy
16,260
+842
+5% +$23.9K 0.01% 760
2022
Q2 		$402K Buy
15,418
+6,340
+70% +$184K 0.01% 806
2022
Q1 		$281K Sell
9,078
-771
-8% -$25.4K ﹤0.01% 1038
2021
Q4 		$323K Sell
9,849
-2,790
-22% -$91.6K ﹤0.01% 1019
2021
Q3 		$375K Buy
12,639
+2,257
+22% +$68.3K 0.01% 963
2021
Q2 		$316K Sell
10,382
-46
-0.4% -$1.5K ﹤0.01% 1018
2021
Q1 		$340K Sell
10,428
-841
-7% -$24.2K 0.01% 959
2020
Q4 		$288K Sell
11,269
-1,960
-15% -$45.8K 0.01% 937
2020
Q3 		$241K Buy
13,229
+41
+0.3% +$824 ﹤0.01% 963
2020
Q2 		$254K Buy
13,188
+800
+6% +$14.3K 0.01% 896
2020
Q1 		$179K Buy
+12,388
New +$271K ﹤0.01% 904

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Stephens Inc's EQH Position: Q4 2025 in Review

Stephens Inc sold out of Equitable Holdings (EQH) in Q4 2025, closing a stake of 59,701 shares — an estimated $3.03M sold.

Stephens Inc first reported a position in EQH in Q1 2020 and held it in 22 quarters. The position peaked at $3.72M in Q2 2025. 552 funds tracked by Wall St. Rank hold EQH as of Q4 2025.

  • Stephens Inc reported no remaining Equitable Holdings position as of Q4 2025 after selling out during the quarter.
  • Stephens Inc sold 59,701 Equitable Holdings shares in Q4 2025, an estimated $3.03M.
  • Stephens Inc first reported a position in Equitable Holdings in Q1 2020 and held it in 22 quarters.
  • Stephens Inc's Equitable Holdings position peaked at $3.72M in Q2 2025.
  • 552 funds tracked by Wall St. Rank held Equitable Holdings as of Q4 2025.

Based on Stephens Inc's 13F filing for Q4 2025, filed 5 Feb 2026.