NFC Investments, LLC EQH — EQUITABLE HOLDINGS INC

Ownership history in NFC Investments, LLC  ·  5 quarters on record

AI Ownership Summary

NFC Investments, LLC reported EQUITABLE HOLDINGS INC (EQH) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.21% 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.

What this EQH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NFC Investments, LLC's position in EQUITABLE HOLDINGS 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
1.21% 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
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 NFC Investments, LLC fund profile NFC Investments, LLC full holdings
How NFC Investments, 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 UNCHANGED — — — 75,300 — 0% 1.01% $3.6M 2026-02-11 $43.92
2025 Q3 UNCHANGED — — — 75,300 — 0% 1.11% $3.8M 2025-11-12 $44.59
2025 Q2 ADDED — — — 75,300 +300 +0.4% 1.21% $4.2M 2025-08-12 $53.74
2025 Q1 UNCHANGED — — — 75,000 — 0% 1.16% $3.9M 2025-05-14 $52.08
2024 Q4 INITIATED — — — 75,000 — — 0.98% $3.5M 2025-02-10 $51.83

🏢 Other funds also holding EQH

As of 2026 Q1 — sorted by position size

Conifer Management, L.L.C. 3Y 29.75% Four Tree Island Advisory LLC 6.94% ALGEBRIS (UK) LTD 3Y 7Y 5.46% BRUNI J V & CO /CO 3Y 7Y 2.62% THORNBURG INVESTMENT MANAGEMENT INC 3Y 7Y 1.92% DIAMOND HILL CAPITAL MANAGEMENT INC 3Y 7Y 1.67% CONTINENTAL ADVISORS LLC 3Y 7Y 1.56% NEW VERNON INVESTMENT MANAGEMENT LLC 3Y 7Y 1.53% Board of the Pension Protection Fund 1.18% EJF Capital LP 3Y 7Y 0.98%

FAQ About NFC Investments, 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 NFC Investments, LLC reported owning EQH?

NFC Investments, LLC reported EQH across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported EQH position in NFC Investments, LLC's portfolio?

The largest reported portfolio weight for EQH was 1.21% in 2025 Q2.

What is the latest reported EQH position on this page?

The most recent filing on this page is 2025 Q4, when NFC Investments, LLC reported 75,300 shares, equal to 1.01% of portfolio, with an estimated market value of $3.6M.

What does the chart on this EQH ownership page compare?

The chart compares NFC Investments, 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.

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