Position in EQH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$335,067
+$126,885 QoQ
Shares Held
7,636
+74.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#302
of 467 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EQH Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Ellevest, Inc. holds $6,196,908 across 9 Asset Management names. EQH ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
12,343 | $2,145,707 | |
| 2 | BX |
Blackstone Inc.
|
9,567 | $1,125,748 | |
| 3 | STT |
State Street Corp
|
5,198 | $881,580 | |
| 4 | AMP |
Ameriprise Financial Inc
|
1,241 | $569,321 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
8,762 | $373,173 | |
| 6 | BLK |
BlackRock, Inc.
|
358 | $344,238 | |
| 7 | EQH |
Equitable Holdings, Inc.
This page
|
7,636 | $335,067 | |
| 8 | APO |
Apollo Global Management, Inc.
|
2,348 | $277,791 |
All Filings in EQH
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,067 | 7,636 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $208,182 | 4,369 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $420,559 | 8,282 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $549,387 | 9,793 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $489,437 | 9,396 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $452,548 | 9,594 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $419,081 | 9,971 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $409,049 | 10,011 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $406,364 | 10,691 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $359,606 | 10,799 | Shares | Sole | 2024-02-06 | |
| 2023-03-31 | $46,260 | 1,822 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $136,698 | 4,763 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $85,953 | 3,262 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $160,095 | 6,141 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $252,040 | 8,154 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $258,221 | 7,875 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $206,027 | 6,951 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $4,567 | 150 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $47,820 | 1,466 | Shares | Sole | 2021-05-03 | |
| 2020-09-30 | $35,969 | 1,972 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $76,176 | 3,949 | Shares | Sole | 2020-07-06 | |
| No filing history on record for this holder in this stock. | ||||||