Position in EQH
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$651,613
-$185,072 QoQ
Shares Held
17,559
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 3.7018053419898624.ToString("F0")%
Shared 0.ToString("F0")%
None 96.29819465801013.ToString("F0")%
Common Shares in EQH Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026GREENLEAF TRUST holds $15,665,243 across 20 Asset Management names. EQH ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,039 | $2,922,636 | |
| 2 | STT |
State Street Corp
|
17,196 | $2,176,324 | |
| 3 | BX |
Blackstone Inc.
|
15,738 | $1,809,711 | |
| 4 | NTRS |
Northern Trust Corp
|
12,504 | $1,745,182 | |
| 5 | AMP |
Ameriprise Financial Inc
|
2,521 | $1,120,332 | |
| 6 | KKR |
KKR & Co. Inc.
|
8,621 | $797,442 | |
| 7 | EQH |
Equitable Holdings, Inc.
This page
|
17,559 | $651,613 | |
| 8 | PFG |
Principal Financial Group Inc
|
6,650 | $599,231 |
All Filings in EQH
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $651,613 | 17,559 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $836,685 | 17,559 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $893,981 | 17,605 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $951,175 | 16,955 | Shares | Defined | 2025-07-17 | |
| 2025-03-31 | $927,670 | 17,809 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $840,050 | 17,809 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $748,512 | 17,809 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $727,675 | 17,809 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $677,528 | 17,825 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $598,500 | 17,973 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $505,483 | 17,805 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $483,040 | 17,785 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $515,417 | 20,300 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $592,769 | 20,654 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $516,802 | 19,613 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $494,834 | 18,981 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $586,393 | 18,971 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $572,939 | 17,473 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $516,328 | 17,420 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $528,368 | 17,352 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $566,022 | 17,352 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $444,037 | 17,352 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $316,500 | 17,352 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $339,388 | 17,594 | Shares | Defined | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||