PINNACLE ASSOCIATES LTD

Position in EQH — Equitable Holdings, Inc.

CIK 743127 NEW YORK, NY

Position in EQH

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$1,449,479

-$222,797 QoQ

Shares Held

39,059

+11.3% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

PINNACLE ASSOCIATES LTD holds $99,476,290 across 29 Asset Management names. EQH ranks #8 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	40,546	$38,993,493
2	BX	Blackstone Inc.	195,249	$22,451,682
3	RJF	Raymond James Financial Inc	103,307	$14,957,820
4	KKR	KKR & Co. Inc.	71,886	$6,649,455
5	CET	Central Securities Corp	52,590	$2,611,619
6	APO	Apollo Global Management, Inc.	15,639	$1,742,497
7	NVG	Nuveen AMT-Free Municipal Credit Income Fund	123,724	$1,525,516
8	EQH	Equitable Holdings, Inc. This page	39,059	$1,449,479

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,449,479	39,059	+11.3%	Shares	Sole	2026-04-22
2025-12-31	$1,672,276	35,095	+28.1%	Shares	Sole	2026-02-05
2025-09-30	$1,391,625	27,405	+58.3%	Shares	Sole	2025-11-13
2025-06-30	$971,371	17,315	+53.9%	Shares	Sole	2025-08-04
2025-03-31	$586,012	11,250	-3.5%	Shares	Sole	2025-05-06
2024-12-31	$550,002	11,660	-6.0%	Shares	Sole	2025-02-14
2024-09-30	$521,592	12,410	+1.3%	Shares	Sole	2024-10-25
2024-06-30	$500,412	12,247	+0.2%	Shares	Sole	2024-07-30
2024-03-31	$464,482	12,220	-1.5%	Shares	Sole	2024-04-26
2023-12-31	$413,253	12,410	—	Shares	Sole	2024-01-19
No filing history on record for this holder in this stock.