Position in EQH
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$5,221
+$805 QoQ
Shares Held
119
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#421
of 483 holders
Holding Since
Mar 2026
2 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, 2026JDM Financial Group LLC holds $48,248 across 6 Asset Management names. EQH ranks #5 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
17 | $16,346 | |
| 2 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
418 | $11,532 | |
| 3 | RNP |
Cohen & Steers REIT & Preferred & Income Fund Inc
|
271 | $5,501 | |
| 4 | IFN |
Aberdeen India Fund, Inc.
|
446 | $5,240 | |
| 5 | EQH |
Equitable Holdings, Inc.
This page
|
119 | $5,221 | |
| 6 | RJF |
Raymond James Financial Inc
|
29 | $4,408 |
All Filings in EQH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,221 | 119 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $4,416 | 119 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||