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Equitable Holdings shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Equitable Holdings (EQH) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Equitable Holdings

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All positions including Equitable Holdings held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Equitable Holdings by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $139k 3.6k 38.54
2023-12-31 $86k 2.6k 33.30
2023-09-30 $71k 2.5k 28.39
2023-06-30 $73k 2.7k 27.16

More positions owned by Cornerstone Planning Group

Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)
Vanguard Mid-cap Value Etf Exchange Traded Fund (VOE)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)

View all positions for Cornerstone Planning Group

Top funds holding Equitable Holdings

Vanguard Group
BlackRock
T. Rowe Price Associates
Pzena Investment Management
Norges Bank Investment Management
Wellington Management Company
Massachusetts Financial Services
Hsbc Holdings
Thornburg Investment Management
Sessa Capital IM
Bank of New York Mellon
Dimensional Fund Advisors
Nuveen Asset Management
Goldman Sachs Group
Legal & General Group

View all funds holding Equitable Holdings