Position in EQH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,246,487
+$540,683 QoQ
Shares Held
96,775
-3.1% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#136
of 482 holders
Holding Since
Sep 2020
24 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, 2026Kendall Capital Management holds $23,747,366 across 10 Asset Management names. EQH ranks #3 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VCTR |
Victory Capital Holdings, Inc.
|
87,077 | $7,319,692 | |
| 2 | FHI |
Federated Hermes, Inc.
|
122,110 | $6,742,914 | |
| 3 | EQH |
Equitable Holdings, Inc.
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|
96,775 | $4,246,487 | |
| 4 | AAMI |
Acadian Asset Management Inc.
|
33,985 | $2,430,607 | |
| 5 | AMG |
Affiliated Managers Group, Inc.
|
3,685 | $1,247,004 | |
| 6 | APO |
Apollo Global Management, Inc.
|
4,485 | $530,620 | |
| 7 | IVZ |
Invesco Ltd.
|
18,650 | $492,173 | |
| 8 | GSBD |
Goldman Sachs BDC, Inc.
|
38,675 | $366,639 |
All Filings in EQH
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,246,487 | 96,775 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,705,804 | 99,860 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,751,593 | 120,705 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $6,308,856 | 124,239 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,622,829 | 118,054 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $5,997,590 | 115,139 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $5,368,134 | 113,804 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,841,813 | 115,199 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,606,106 | 112,729 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,154,302 | 109,295 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,322,307 | 99,769 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,437,537 | 85,859 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,356,374 | 86,759 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,220,330 | 87,449 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,511,364 | 87,504 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $2,324,307 | 88,209 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,243,818 | 86,069 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,671,365 | 86,424 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,738,194 | 83,507 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $2,393,933 | 80,767 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,353,236 | 77,282 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $2,488,873 | 76,299 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,608,689 | 62,864 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $801,009 | 43,915 | Shares | Sole | 2020-10-22 | |
| No filing history on record for this holder in this stock. | ||||||