SECURIAN ASSET MANAGEMENT, INC EQH — EQUITABLE HLDGS INC

Ownership history in SECURIAN ASSET MANAGEMENT, INC  ·  11 quarters on record

AI Ownership Summary

SECURIAN ASSET MANAGEMENT, INC reported EQUITABLE HLDGS INC (EQH) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.04% in 2025 Q4. 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. 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 SECURIAN ASSET MANAGEMENT, INC'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
0.04% in 2025 Q4

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

Time in book
Holding Window
2024 Q1 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 SECURIAN ASSET MANAGEMENT, INC fund profile SECURIAN ASSET MANAGEMENT, INC full holdings
How SECURIAN ASSET MANAGEMENT, INC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 20,761 -120 -0.6% 0.04% $1.0M 2026-07-23 $47.47
2026 Q1 UNCHANGED — — — 20,881 — 0% 0.03% $775K 2026-05-01 $41.86
2025 Q4 REDUCED 6.9% -21.6% ✅ 20,881 -1,552 -6.9% 0.04% $995K 2026-02-04 $44.17
2025 Q3 REDUCED — — — 22,433 -710 -3.1% 0.03% $1.1M 2025-10-23 $47.73
2025 Q2 REDUCED — — — 23,143 -393 -1.7% 0.04% $1.3M 2025-07-30 $49.13
2025 Q1 REDUCED — — — 23,536 -151 -0.6% 0.04% $1.2M 2025-05-01 $47.78
2024 Q4 REDUCED — — — 23,687 -1,177 -4.7% 0.03% $1.1M 2025-02-10 $51.83
2024 Q3 ADDED — — — 24,864 +480 +2.0% 0.03% $1.0M 2024-11-13 $46.03
2024 Q2 REDUCED 5.5% +3.5% ❌ 24,384 -1,419 -5.5% 0.03% $996K 2024-07-15 $40.95
2024 Q1 REDUCED — — — 25,803 -1,048 -3.9% 0.03% $981K 2024-04-26 $35.00
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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% Louisiana State Employees Retirement System 3Y 7Y 0.05% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.04% LANARK FINANCIAL, INC. 0.04%

FAQ About SECURIAN ASSET MANAGEMENT, INC and EQH

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

How long has SECURIAN ASSET MANAGEMENT, INC reported owning EQH?

SECURIAN ASSET MANAGEMENT, INC reported EQH across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported EQH position in SECURIAN ASSET MANAGEMENT, INC's portfolio?

The largest reported portfolio weight for EQH was 0.04% in 2025 Q4.

What is the latest reported EQH position on this page?

The most recent filing on this page is 2026 Q2, when SECURIAN ASSET MANAGEMENT, INC reported 20,761 shares, equal to 0.04% of portfolio, with an estimated market value of $1.0M.

What does the chart on this EQH ownership page compare?

The chart compares SECURIAN ASSET MANAGEMENT, INC'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 SECURIAN ASSET MANAGEMENT, INC time their EQH position?

Based on 13F filing dates vs. subsequent EQH price moves, SECURIAN ASSET MANAGEMENT, INC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on EQH relative to SPY over the holding period was -0.8%.

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