EQH EQUITABLE HLDGS INC

Ownership history in STEPHENS INC /AR/  ·  22 quarters on record

This page tracks every 13F SEC filing in which STEPHENS INC /AR/ reported a position in EQUITABLE HLDGS INC (EQH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2025 Q1)
Avg. % of fund
0.02%
First filed
2020 Q1
Last filed
2025 Q3
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 59,701 -6,591 -9.9% 0.04% $3.0M $50.13
2025 Q2 REDUCED 66,292 -845 -1.3% 0.05% $3.7M $55.09
2025 Q1 REDUCED 67,137 -1,597 -2.3% 0.05% $3.5M $50.89
2024 Q4 REDUCED 68,734 -2,286 -3.2% 0.05% $3.2M $45.87
2024 Q3 REDUCED 71,020 -562 -0.8% 0.04% $3.0M $40.67
2024 Q2 ADDED 71,582 +5,420 +8.2% 0.04% $2.9M $39.28
2024 Q1 ADDED 66,162 +53,668 +429.6% 0.04% $2.5M $36.33
2023 Q4 ADDED 12,494 +2,454 +24.4% 0.01% $416K $31.62
2023 Q2 ADDED 10,040 +360 +3.7% 0.00% $273K $25.40
2023 Q1 REDUCED 9,680 -3,012 -23.7% 0.00% $246K $23.54
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EQH price (monthly, adj. close)
← Back to STEPHENS INC /AR/ Holdings