EJF Capital LP EQH — EQUITABLE HLDGS INC

Ownership history in EJF Capital LP  ·  22 quarters on record

AI Ownership Summary

EJF Capital LP reported EQUITABLE HLDGS INC (EQH) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.67% in 2025 Q2. The latest visible filing shows EQH at 1.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EQH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EJF Capital LP's position in EQUITABLE HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EQH was reported at 1.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.67% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EQH stock page EJF Capital LP fund profile EJF Capital LP full holdings
How EJF Capital LP held EQH — position size vs. price
% of Fund (quarterly)    EQH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 37,400 — 0% 1.01% $1.8M 2026-02-14 (Est.) $44.08
2025 Q3 UNCHANGED — — — 37,400 — 0% 1.10% $1.9M 2025-11-12 $44.92
2025 Q2 UNCHANGED — — — 37,400 — 0% 1.67% $2.1M 2025-08-14 $53.94
2025 Q1 ADDED — — — 37,400 +6,885 +22.6% 1.24% $1.9M 2025-05-15 $51.63
2024 Q4 UNCHANGED — — — 30,515 — 0% 0.99% $1.4M 2025-02-14 $53.81
2024 Q3 UNCHANGED — — — 30,515 — 0% 0.85% $1.3M 2024-11-14 $46.11
2024 Q2 UNCHANGED — — — 30,515 — 0% 0.92% $1.2M 2024-08-14 $37.97
2024 Q1 REDUCED 50.2% +8.0% ❌ 30,515 -30,800 -50.2% 0.81% $1.2M 2024-05-15 $38.69
2023 Q4 REDUCED 16.9% +13.2% ❌ 61,315 -12,466 -16.9% 1.07% $2.0M 2024-02-14 $32.09
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EQH

As of 2026 Q1 — sorted by position size

Board of the Pension Protection Fund 1.18% COMMUNITY TRUST & INVESTMENT CO 3Y 7Y 0.78% Kendall Capital Management 3Y 7Y 0.76% Oak Thistle LLC 3Y 0.65% PZENA INVESTMENT MANAGEMENT LLC 3Y 7Y 0.54% Capital Investment Counsel, LLC 0.51% Livforsakringsbolaget Skandia, Omsesidigt 3Y 7Y 0.42% Legacy Wealth Management, LLC / MS 0.42% FOSTER & MOTLEY INC 3Y 7Y 0.33% BTC Capital Management, Inc. 3Y 7Y 0.27%

FAQ About EJF Capital LP and EQH

These are the practical questions this page is built to answer before you even open the full history table.

How long has EJF Capital LP reported owning EQH?

EJF Capital LP reported EQH across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EQH position in EJF Capital LP's portfolio?

The largest reported portfolio weight for EQH was 1.67% in 2025 Q2.

What is the latest reported EQH position on this page?

The most recent filing on this page is 2025 Q4, when EJF Capital LP reported 37,400 shares, equal to 1.01% of portfolio, with an estimated market value of $1.8M.

What does the chart on this EQH ownership page compare?

The chart compares EJF Capital LP's quarterly EQH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EJF Capital LP time their EQH position?

Based on 13F filing dates vs. subsequent EQH price moves, EJF Capital LP correctly timed 9 out of 16 reported position changes (56%). The annualised alpha on EQH relative to SPY over the holding period was +0.3%.

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