Position in EQH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$222,998
-$15,820 QoQ
Shares Held
5,082
+8.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#336
of 479 holders
Holding Since
Mar 2025
4 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, 2026PDS Planning, Inc holds $3,484,558 across 10 Asset Management names. EQH ranks #8 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
914 | $878,865 | |
| 2 | STT |
State Street Corp
|
2,366 | $401,273 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
8,926 | $380,158 | |
| 4 | AMP |
Ameriprise Financial Inc
|
775 | $355,539 | |
| 5 | BX |
Blackstone Inc.
|
2,897 | $340,889 | |
| 6 | APO |
Apollo Global Management, Inc.
|
2,075 | $245,493 | |
| 7 | KKR |
KKR & Co. Inc.
|
2,583 | $237,067 | |
| 8 | EQH |
Equitable Holdings, Inc.
This page
|
5,082 | $222,998 |
All Filings in EQH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,998 | 5,082 | Shares | Sole | 2026-08-05 | |
| 2025-09-30 | $238,818 | 4,703 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $270,906 | 4,829 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $230,133 | 4,418 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||