Four Tree Island Advisory LLC EQH — EQUITABLE HLDGS INC

Ownership history in Four Tree Island Advisory LLC  ·  5 quarters on record

AI Ownership Summary

Four Tree Island Advisory LLC reported EQUITABLE HLDGS INC (EQH) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 15.42% in 2025 Q1. The latest visible filing shows EQH at 9.51% 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.

What this EQH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Four Tree Island Advisory LLC'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 9.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
15.42% in 2025 Q1

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

Time in book
Holding Window
2024 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 Four Tree Island Advisory LLC fund profile Four Tree Island Advisory LLC full holdings
How Four Tree Island Advisory LLC 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 361,579 +3,110 +0.9% 9.51% $17.2M 2026-02-14 (Est.) $44.08
2025 Q3 REDUCED — — — 358,469 -3,391 -0.9% 11.58% $18.2M 2025-11-07 $44.69
2025 Q2 REDUCED 14.1% -6.3% ✅ 361,860 -59,602 -14.1% 14.28% $20.3M 2025-08-13 $53.91
2025 Q1 ADDED — — — 421,462 +15,612 +3.8% 15.42% $22.0M 2025-05-06 $48.99
2024 Q4 INITIATED — — — 405,850 — — 13.22% $19.1M 2025-01-29 $52.65

🏢 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% Legacy Wealth Management, LLC / MS 0.42% FOSTER & MOTLEY INC 3Y 7Y 0.33% BTC Capital Management, Inc. 3Y 7Y 0.27% CAPITAL INSIGHT PARTNERS, LLC 3Y 7Y 0.22%

FAQ About Four Tree Island Advisory LLC and EQH

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

How long has Four Tree Island Advisory LLC reported owning EQH?

Four Tree Island Advisory LLC reported EQH across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported EQH position in Four Tree Island Advisory LLC's portfolio?

The largest reported portfolio weight for EQH was 15.42% in 2025 Q1.

What is the latest reported EQH position on this page?

The most recent filing on this page is 2025 Q4, when Four Tree Island Advisory LLC reported 361,579 shares, equal to 9.51% of portfolio, with an estimated market value of $17.2M.

What does the chart on this EQH ownership page compare?

The chart compares Four Tree Island Advisory LLC'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 Four Tree Island Advisory LLC time their EQH position?

Based on 13F filing dates vs. subsequent EQH price moves, Four Tree Island Advisory LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on EQH relative to SPY over the holding period was -26.0%.

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