EQH — EQUITABLE HLDGS INC

Ownership history in Composition Wealth, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Composition Wealth, LLC reported a position in EQUITABLE HLDGS INC (EQH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q1)
Avg. % of fund
0.01%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,696 -1,615 -25.6% 0.00% $238K $50.13
2025 Q2 ADDED 6,311 +186 +3.0% 0.01% $354K $55.09
2025 Q1 REDUCED 6,125 -123 -2.0% 0.01% $319K $50.89
2024 Q4 INITIATED 6,248 — — 0.01% $295K $45.87
% of Fund (quarterly)    EQH price (monthly, adj. close)

Other funds also holding EQH

As of 2025 Q4 — sorted by position size

Conifer Management, L.L.C. 3Y 33.16% Four Tree Island Advisory LLC 9.51% HG Vora Capital Management, LLC 3Y 7Y 7.2% ALGEBRIS (UK) LTD 3Y 7Y 4.84% NEW VERNON INVESTMENT MANAGEMENT LLC 3Y 7Y 4.66% BRUNI J V & CO /CO 3Y 7Y 3.16% THORNBURG INVESTMENT MANAGEMENT INC 3Y 7Y 2.94% Jessup Wealth Management, Inc 3Y 2.25% KEMPNER CAPITAL MANAGEMENT INC. 3Y 7Y 2.1% Benson Investment Management Company, Inc. 3Y 7Y 2.0%
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