Position in EQH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$33,652,844
+$8,586,450 QoQ
Shares Held
766,929
+13.5% QoQ
Ownership
0.281%
of shares outstanding
% of Portfolio
3.12%
of 13F equity value
Holder Rank
#49
of 482 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in EQH Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BRUNI J V & CO /CO holds $333,069,895 across 9 Asset Management names. EQH ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
2,093,766 | $89,173,493 | |
| 2 | AMG |
Affiliated Managers Group, Inc.
|
210,094 | $71,095,809 | |
| 3 | EQH |
Equitable Holdings, Inc.
This page
|
766,929 | $33,652,844 | |
| 4 | OCSL |
Oaktree Specialty Lending Corp
|
2,474,804 | $29,549,159 | |
| 5 | CRBG |
Corebridge Financial, Inc.
|
1,010,345 | $28,926,177 | |
| 6 | BX |
Blackstone Inc.
|
204,937 | $24,114,936 | |
| 7 | ARCC |
Ares Capital Corp
|
1,266,283 | $23,464,223 | |
| 8 | ARES |
Ares Management Corp
|
188,248 | $20,953,884 |
All Filings in EQH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,652,844 | 766,929 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $25,066,394 | 675,462 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $32,173,613 | 675,207 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $34,259,488 | 674,665 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $37,833,503 | 674,394 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $32,767,058 | 629,047 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||