Stifel Financial’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.09M | Buy |
218,038
+101,842
| +88% | +$4.36M | 0.01% | 1063 |
|
|
2025
Q4 | $5.54M | Buy |
116,196
+26,512
| +30% | +$1.26M | 0.01% | 1271 |
|
|
2025
Q3 | $4.55M | Buy |
89,684
+46,129
| +106% | +$2.44M | ﹤0.01% | 1358 |
|
|
2025
Q2 | $2.44M | Buy |
43,555
+18,440
| +73% | +$948K | ﹤0.01% | 1699 |
|
|
2025
Q1 | $1.31M | Buy |
25,115
+5,545
| +28% | +$290K | ﹤0.01% | 2053 |
|
|
2024
Q4 | $923K | Sell |
19,570
-2,962
| -13% | -$137K | ﹤0.01% | 2298 |
|
|
2024
Q3 | $947K | Sell |
22,532
-28,135
| -56% | -$1.15M | ﹤0.01% | 2263 |
|
|
2024
Q2 | $2.07M | Sell |
50,667
-27,428
| -35% | -$1.07M | ﹤0.01% | 1699 |
|
|
2024
Q1 | $2.97M | Sell |
78,095
-116,001
| -60% | -$3.95M | ﹤0.01% | 1455 |
|
|
2023
Q4 | $6.46M | Sell |
194,096
-92,436
| -32% | -$2.71M | 0.01% | 970 |
|
|
2023
Q3 | $8.13M | Buy |
286,532
+176,332
| +160% | +$4.98M | 0.01% | 801 |
|
|
2023
Q2 | $2.99M | Buy |
110,200
+13,232
| +14% | +$335K | ﹤0.01% | 1356 |
|
|
2023
Q1 | $2.46M | Sell |
96,968
-34,195
| -26% | -$1.01M | ﹤0.01% | 1441 |
|
|
2022
Q4 | $3.76M | Sell |
131,163
-2,443
| -2% | -$72.3K | 0.01% | 1138 |
|
|
2022
Q3 | $3.52M | Sell |
133,606
-14,688
| -10% | -$417K | 0.01% | 1122 |
|
|
2022
Q2 | $3.87M | Sell |
148,294
-73,744
| -33% | -$2.14M | 0.01% | 1098 |
|
|
2022
Q1 | $6.86M | Buy |
222,038
+16,291
| +8% | +$537K | 0.01% | 893 |
|
|
2021
Q4 | $6.75M | Buy |
205,747
+11,928
| +6% | +$392K | 0.01% | 909 |
|
|
2021
Q3 | $5.75M | Buy |
193,819
+42,873
| +28% | +$1.3M | 0.01% | 941 |
|
|
2021
Q2 | $4.6M | Buy |
150,946
+51,478
| +52% | +$1.68M | 0.01% | 1066 |
|
|
2021
Q1 | $3.25M | Sell |
99,468
-3,792
| -4% | -$109K | 0.01% | 1218 |
|
|
2020
Q4 | $2.64M | Buy |
103,260
+57,286
| +125% | +$1.34M | ﹤0.01% | 1214 |
|
|
2020
Q3 | $839K | Buy |
45,974
+1,768
| +4% | +$35.5K | ﹤0.01% | 1757 |
|
|
2020
Q2 | $853K | Sell |
44,206
-14,842
| -25% | -$265K | ﹤0.01% | 1671 |
|
|
2020
Q1 | $849K | Buy |
59,048
+8,407
| +17% | +$184K | ﹤0.01% | 1534 |
|
|
2019
Q4 | $1.24M | Buy |
50,641
+28,306
| +127% | +$656K | ﹤0.01% | 1677 |
|
|
2019
Q3 | $497K | Buy |
22,335
+3,210
| +17% | +$68.9K | ﹤0.01% | 2172 |
|
|
2019
Q2 | $400K | Buy |
19,125
+5,549
| +41% | +$119K | ﹤0.01% | 2322 |
|
|
2019
Q1 | $280K | Buy |
+13,576
| New | +$259K | ﹤0.01% | 2406 |
|
|
2018
Q4 | – | Sell |
-181,490
| Closed | -$3.89M | – | 2711 |
|
|
2018
Q3 | $3.89M | Buy |
181,490
+35,132
| +24% | +$770K | 0.01% | 939 |
|
|
2018
Q2 | $3.02M | Buy |
+146,358
| New | +$3.12M | 0.01% | 1014 |
|
Other funds holding EQH
VPM
VCM
Stifel Financial's EQH Position: Q1 2026 in Review
Stifel Financial increased its Equitable Holdings (EQH) stake by 88% in Q1 2026, buying an estimated $4.36M and bringing the position to 218,038 shares worth $8.09M. The position accounts for 0.01% of the portfolio, ranked #1063.
Stifel Financial first reported a position in EQH in Q2 2018 and has held it in 31 quarters since. The position peaked at $8.13M in Q3 2023. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.
- Stifel Financial held 218,038 shares of Equitable Holdings worth $8.09M as of Q1 2026.
- Stifel Financial bought 101,842 Equitable Holdings shares in Q1 2026, an estimated $4.36M.
- Equitable Holdings made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #1063 holding.
- Stifel Financial first reported a position in Equitable Holdings in Q2 2018 and has held it in 31 quarters since.
- Stifel Financial's Equitable Holdings position peaked at $8.13M in Q3 2023.
- 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.