LBP AM SA EQH — EQUITABLE HLDGS INC

Ownership history in LBP AM SA  ·  9 quarters on record

AI Ownership Summary

LBP AM SA reported EQUITABLE HLDGS INC (EQH) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.11% in 2025 Q1. The latest visible filing shows EQH at 0.04% 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 LBP AM SA'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
2026 Q2

EQH was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% 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 Q2 to 2026 Q2

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 LBP AM SA fund profile LBP AM SA full holdings
How LBP AM SA 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)
2026 Q2 UNCHANGED — — — 101,902 — 0% 0.04% $4.5M 2026-07-24 $48.00
2026 Q1 ADDED — — — 101,902 +33,217 +48.4% 0.05% $3.8M 2026-04-27 $41.25
2025 Q4 REDUCED — — — 68,685 -3,474 -4.8% 0.04% $3.3M 2026-01-26 $45.47
2025 Q3 REDUCED — — — 72,159 -1,217 -1.7% 0.05% $3.7M 2025-10-31 $48.41
2025 Q2 REDUCED 44.8% -6.3% ✅ 73,376 -59,515 -44.8% 0.06% $4.1M 2025-07-18 $51.60
2025 Q1 REDUCED 17.7% +8.2% ❌ 132,891 -28,571 -17.7% 0.11% $6.9M 2025-04-30 $47.96
2024 Q4 ADDED — — — 161,462 +137,033 +560.9% 0.10% $7.6M 2025-02-10 $51.83
2024 Q3 REDUCED 49.8% +12.4% ❌ 24,429 -24,272 -49.8% 0.02% $1.0M 2024-11-12 $46.64
2024 Q2 INITIATED — — — 48,701 — — 0.08% $2.0M 2024-07-31 $41.62

🏢 Other funds also holding EQH

As of 2026 Q2 — sorted by position size

COMMUNITY TRUST & INVESTMENT CO 3Y 7Y 1.08% Legacy Wealth Management, LLC / MS 0.33% Transmarket Holdings LP 0.32% BTC Capital Management, Inc. 3Y 7Y 0.29% Y-Intercept (Hong Kong) Ltd 3Y 0.14% Oak Thistle LLC 3Y 0.11% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.06% Abel Hall, LLC 0.06% Louisiana State Employees Retirement System 3Y 7Y 0.05% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.04%

FAQ About LBP AM SA and EQH

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

How long has LBP AM SA reported owning EQH?

LBP AM SA reported EQH across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported EQH position in LBP AM SA's portfolio?

The largest reported portfolio weight for EQH was 0.11% in 2025 Q1.

What is the latest reported EQH position on this page?

The most recent filing on this page is 2026 Q2, when LBP AM SA reported 101,902 shares, equal to 0.04% of portfolio, with an estimated market value of $4.5M.

What does the chart on this EQH ownership page compare?

The chart compares LBP AM SA'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 LBP AM SA time their EQH position?

Based on 13F filing dates vs. subsequent EQH price moves, LBP AM SA correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on EQH relative to SPY over the holding period was -8.5%.

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