Planning Strategies Inc.’s Equitable Holdings EQH Stock Holding History

Planning Strategies 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
2026 Q2	$11.1K	Buy	+253	New	+$10.6K	0.01%	309

Other funds holding EQH

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Planning Strategies Inc.'s EQH Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Equitable Holdings (EQH) in Q2 2026: 253 shares worth $11.1K. The stake represents 0.01% of the portfolio and ranks #309 among its holdings.

114 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Planning Strategies Inc. held 253 shares of Equitable Holdings worth $11.1K as of Q2 2026.
Equitable Holdings was a new Planning Strategies Inc. position in Q2 2026.
Equitable Holdings made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #309 holding.
114 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.