Legacy Financial Advisors, Inc.
Position in EQH — Equitable Holdings, Inc.
CIK 1730810
COVINGTON, KY
Position in EQH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$434,455
New position
Shares Held
9,901
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#288
of 482 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $4,798,442 across 10 Asset Management names. EQH ranks #5 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
822 | $790,402 | |
| 2 | STT |
State Street Corp
|
4,460 | $756,416 | |
| 3 | RJF |
Raymond James Financial Inc
|
3,693 | $561,446 | |
| 4 | CG |
Carlyle Group Inc.
|
13,102 | $551,725 | |
| 5 | EQH |
Equitable Holdings, Inc.
This page
|
9,901 | $434,455 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
9,228 | $393,020 | |
| 7 | SEIC |
Sei Investments Co
|
4,396 | $385,573 | |
| 8 | AMP |
Ameriprise Financial Inc
|
787 | $361,044 |
All Filings in EQH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,455 | 9,901 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||