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TFC Financial Management’s Equitable Holdings EQH Stock Holding History

TFC Financial Management’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 		$75 Hold
2
– – ﹤0.01% 907
2025
Q4 		$96 Hold
2
– – ﹤0.01% 867
2025
Q3 		$102 Hold
2
– – ﹤0.01% 891
2025
Q2 		$113 Hold
2
– – ﹤0.01% 860
2025
Q1 		$105 Hold
2
– – ﹤0.01% 810
2024
Q4 		$95 Hold
2
– – ﹤0.01% 843
2024
Q3 		$85 Hold
2
– – ﹤0.01% 871
2024
Q2 		$82 Hold
2
– – ﹤0.01% 857
2024
Q1 		$77 Buy
+2
New +$68 ﹤0.01% 862

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

TFC Financial Management's EQH Position: Q1 2026 in Review

TFC Financial Management held its Equitable Holdings (EQH) position steady in Q1 2026 at 2 shares worth $75. The position accounts for ﹤0.01% of the portfolio, ranked #907.

TFC Financial Management first reported a position in EQH in Q1 2024 and has held it in 9 quarters since. The position peaked at $113 in Q2 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • TFC Financial Management held 2 shares of Equitable Holdings worth $75 as of Q1 2026.
  • TFC Financial Management left its Equitable Holdings share count unchanged in Q1 2026.
  • Equitable Holdings made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #907 holding.
  • TFC Financial Management first reported a position in Equitable Holdings in Q1 2024 and has held it in 9 quarters since.
  • TFC Financial Management's Equitable Holdings position peaked at $113 in Q2 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.