Position in EQH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,339,244
+$1,688,234 QoQ
Shares Held
531,888
-8.8% QoQ
Ownership
0.195%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#62
of 482 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in EQH Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $7,161,923,068 across 453 Asset Management names. EQH ranks #51 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,504,990 | $2,408,698,182 | |
| 2 | BX |
Blackstone Inc.
|
6,396,724 | $752,702,511 | |
| 3 | KKR |
KKR & Co. Inc.
|
2,023,020 | $185,672,773 | |
| 4 | APO |
Apollo Global Management, Inc.
|
1,550,234 | $183,408,181 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
2,504,120 | $106,650,469 | |
| 6 | ARCC |
Ares Capital Corp
|
4,437,109 | $82,219,628 | |
| 7 | PFG |
Principal Financial Group Inc
|
755,407 | $81,417,764 | |
| 8 | STT |
State Street Corp
|
464,889 | $78,845,173 |
All Filings in EQH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,339,244 | 531,888 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $21,651,010 | 583,428 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $27,557,709 | 578,336 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $33,600,464 | 661,687 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $37,455,219 | 667,651 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $48,596,114 | 932,926 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $26,689,444 | 565,814 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $23,740,475 | 564,846 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $19,178,538 | 469,372 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $13,605,259 | 357,939 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $14,466,784 | 434,438 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $14,177,907 | 499,398 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $13,836,389 | 509,440 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $15,617,413 | 615,101 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $22,724,830 | 791,806 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $15,522,334 | 589,083 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,761,570 | 374,437 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $16,620,491 | 537,706 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $14,529,969 | 443,122 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $20,416,593 | 688,819 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $25,528,852 | 838,386 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $39,832,117 | 1,221,095 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $27,143,439 | 1,060,705 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $19,840,959 | 1,087,772 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $27,213,828 | 1,410,774 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $6,431,534 | 445,089 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||