Equitable Holdings, Inc.
US ˙ NYSE ˙ US29452E1010

SecurityEQH / Equitable Holdings, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership3,077 shares
Latest Disclosed Value $ 114,187
IFP Advisors, Inc reports 1.52% increase in ownership of EQH / Equitable Holdings, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 3,077 shares of Equitable Holdings, Inc. (US:EQH) valued at $114,187 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,031 shares of Equitable Holdings, Inc.. This represents a change in shares of 1.52% during the quarter. The current value of the position is $122,618 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F EQUITABLE HLDGS cs 29452E101 3,077 46 1.52 114 -20.83 0.0024
2026-02-06 2025-12-31 13F EQUITABLE HLDGS cs 29452E101 3,031 190 6.69 144 0.00 0.0032
2026-02-06 2025-09-30 13F/A-1 EQUITABLE HLDGS cs 29452E101 2,841 1,311 85.69 144 -35.43 0.0037
2025-12-02 2025-09-30 13F EQUITABLE HLDGS cs 29452E101 2,486 956 162 0.0042
2025-07-24 2025-06-30 13F EQUITABLE HLDGS cs 29452E101 1,530 558 57.41 224 346.00 0.0064
2025-05-05 2025-03-31 13F EQUITABLE HLDGS cs 29452E101 972 129 15.30 51 28.21 0.0016
2025-02-04 2024-12-31 13F EQUITABLE HLDGS cs 29452E101 843 124 17.25 40 30.00 0.0013
2025-02-04 2024-09-30 13F EQUITABLE HLDGS cs 29452E101 719 104 16.91 30 20.00 0.0011
2024-07-30 2024-06-30 13F EQUITABLE HLDGS cs 29452E101 615 -4,177 -87.17 25 -86.26 0.0010
2024-07-30 2024-03-31 13F EQUITABLE HLDGS cs 29452E101 4,792 3,667 325.96 182 391.89 0.0080
2024-01-09 2023-12-31 13F EQUITABLE HLDGS cs 29452E101 1,125 324 40.45 37 68.18 0.0018
2023-10-12 2023-09-30 13F EQUITABLE HLDGS cs 29452E101 801 0 0.00 23 4.76 0.0010
2023-08-14 2023-06-30 13F/A-1 EQUITABLE HLDGS cs 29452E101 801 -355 -30.71 22 -30.00 0.0009
2023-08-04 2023-06-30 13F EQUITABLE HLDGS cs 29452E101 801 -355 21 0.0010
2023-04-18 2023-03-31 13F EQUITABLE HLDGS cs 29452E101 1,156 -977 -45.80 30 0.0013
2023-02-07 2022-12-31 13F EQUITABLE HLDGS cs 29452E101 2,133 172 8.77 0 -100.00 0.0015
2022-11-08 2022-09-30 13F EQUITABLE HLDGS cs 29452E101 1,961 323 19.72 57 21.28 0.0015
2022-09-06 2022-06-30 13F/A-1 EQUITABLE HLDGS cs 29452E101 1,638 0 0.00 47 0.00 0.0015
2022-09-06 2022-03-31 13F/A-1 EQUITABLE HLDGS cs 29452E101 1,638 943 135.68 47 104.35 0.0015
2022-08-08 2022-03-31 13F EQUITABLE HLDGS INC COM Stock 29452E101 720 25 21 0.0004
2022-01-12 2021-12-31 13F EQUITABLE HLDGS INC COM Stock 29452E101 695 40 6.11 23 15.00 0.0004
2021-10-06 2021-09-30 13F EQUITABLE HLDGS INC COM Stock 29452E101 655 261 66.24 20 66.67 0.0004
2021-07-13 2021-06-30 13F EQUITABLE HLDGS INC COM Stock 29452E101 394 19 5.07 12 -7.69 0.0002
2021-04-30 2021-03-31 13F EQUITABLE HLDGS INC COM Stock 29452E101 375 -1,263 -77.11 13 -68.29 0.0003
2021-01-25 2020-12-31 13F EQUITABLE HLDGS INC COM Stock 29452E101 1,638 -91 -5.26 41 32.26 0.0017
2020-10-29 2020-09-30 13F EQUITABLE HLDGS INC COM Stock 29452E101 1,729 0 0.00 31 -3.12 0.0019
2020-08-05 2020-06-30 13F EQUITABLE HLDGS INC COM Stock 29452E101 1,729 746 75.89 32 113.33 0.0025
2020-05-12 2020-03-31 13F EQUITABLE HLDGS INC COM Stock 29452E101 983 983 15 0.0015
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.