Position in EQH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$16,632,406
+$2,883,968 QoQ
Shares Held
379,043
+2.3% QoQ
Ownership
0.139%
of shares outstanding
% of Portfolio
5.48%
of 13F equity value
Holder Rank
#71
of 482 holders
Holding Since
Dec 2024
7 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, 2026Four Tree Island Advisory LLC holds $23,943,056 across 2 Asset Management names. EQH ranks #1 (69.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQH |
Equitable Holdings, Inc.
This page
|
379,043 | $16,632,406 | |
| 2 | AB |
Alliancebernstein Holding L.P.
|
207,571 | $7,310,650 |
All Filings in EQH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,632,406 | 379,043 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $13,748,438 | 370,478 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $17,229,239 | 361,579 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $18,203,055 | 358,469 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $20,300,346 | 361,860 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $21,953,955 | 421,462 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $19,143,944 | 405,850 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||