SEARLE & CO.

Position in EQH — Equitable Holdings, Inc.

CIK 710127 GREENWICH, CT

Position in EQH

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,521,651

+$444,716 QoQ

Shares Held

57,467

+2.7% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#16

of 94 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SEARLE & CO. holds $4,955,884 across 7 Asset Management names. EQH ranks #1 (50.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQH	Equitable Holdings, Inc. This page	57,467	$2,521,651
2	AMP	Ameriprise Financial Inc	1,615	$740,897
3	HLNE	Hamilton Lane INC	7,700	$606,991
4	RJF	Raymond James Financial Inc	2,260	$343,587
5	BAM	Brookfield Asset Management Ltd.	5,662	$253,940
6	PEO	Adams Natural Resources Fund, Inc.	10,254	$253,478
7	BX	Blackstone Inc.	2,000	$235,340

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,521,651	57,467	+2.7%	Shares	Sole	2026-07-27
2026-03-31	$2,076,935	55,967	-2.6%	Shares	Sole	2026-05-08
2025-12-31	$2,738,302	57,467	0.0%	Shares	Sole	2026-02-13
2025-09-30	$2,918,174	57,467	0.0%	Shares	Sole	2025-11-04
2025-06-30	$3,223,898	57,467	-3.4%	Shares	Sole	2025-08-07
2025-03-31	$3,097,636	59,467	0.0%	Shares	Sole	2025-05-15
2024-12-31	$2,805,058	59,467	0.0%	Shares	Sole	2025-02-14
2024-09-30	$2,499,398	59,467	-0.8%	Shares	Sole	2024-10-22
2024-06-30	$2,450,251	59,967	-0.6%	Shares	Sole	2024-07-30
2024-03-31	$2,292,003	60,300	0.0%	Shares	Sole	2024-05-09
2023-12-31	$2,007,990	60,300	0.0%	Shares	Sole	2024-02-06
2023-09-30	$1,711,917	60,300	0.0%	Shares	Sole	2023-11-06
2023-06-30	$1,637,748	60,300	+2.4%	Shares	Sole	2023-08-11
2023-03-31	$1,495,471	58,900	—	Shares	Sole	2023-06-01
No filing history on record for this holder in this stock.