Meridian Wealth Management, LLC
Position in EQH — Equitable Holdings, Inc.
CIK 1697300
LEXINGTON, KY
Position in EQH
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,359,899
-$712,048 QoQ
Shares Held
63,592
-1.4% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 18.03685998238772.ToString("F0")%
Shared 0.ToString("F0")%
None 81.96314001761228.ToString("F0")%
Common Shares in EQH Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Meridian Wealth Management, LLC holds $29,229,757 across 25 Asset Management names. EQH ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
409,280 | $5,844,518 | |
| 2 | MAIN |
Main Street Capital CORP
|
101,197 | $5,359,393 | |
| 3 | ARCC |
Ares Capital Corp
|
225,977 | $4,072,105 | |
| 4 | ARES |
Ares Management Corp
|
32,304 | $3,524,366 | |
| 5 | EQH |
Equitable Holdings, Inc.
This page
|
63,592 | $2,359,899 | |
| 6 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
96,023 | $1,312,634 | |
| 7 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
45,066 | $1,106,370 | |
| 8 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
74,893 | $1,079,957 |
All Filings in EQH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,359,899 | 63,592 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,071,947 | 64,469 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,193,604 | 62,891 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,545,127 | 63,193 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||