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Transamerica Financial Advisors’s Equitable Holdings EQH Stock Holding History

Transamerica Financial Advisors’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 		$1.71K Buy
39
+30
+333% +$1.25K ﹤0.01% 1345
2026
Q1 		$333 Sell
9
-7
-44% -$300 ﹤0.01% 1550
2025
Q4 		$762 Buy
16
+8
+100% +$379 ﹤0.01% 1282
2025
Q3 		$406 Buy
+8
New +$424 ﹤0.01% 1341

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

Transamerica Financial Advisors's EQH Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Equitable Holdings (EQH) stake by 333% in Q2 2026, buying an estimated $1.25K and bringing the position to 39 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Transamerica Financial Advisors first reported a position in EQH in Q3 2025 and has held it in 4 quarters since. 482 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Transamerica Financial Advisors held 39 shares of Equitable Holdings worth $1.71K as of Q2 2026.
  • Transamerica Financial Advisors bought 30 Equitable Holdings shares in Q2 2026, an estimated $1.25K.
  • Equitable Holdings made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1345 holding.
  • Transamerica Financial Advisors first reported a position in Equitable Holdings in Q3 2025 and has held it in 4 quarters since.
  • 482 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.