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Equitable Holdings shares owned by Compass Advisory Group

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

Historical chart of Compass Advisory Group investment in Equitable Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Equitable Holdings by Compass Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $480k 13k 37.11

More positions owned by Compass Advisory Group

Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Pacer Fds Tr Us Small Cap Cas (CALF)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Pgim Rock Etf Tr S&p 500 Buffer (PBJA)

View all positions for Compass Advisory Group

Top funds holding Equitable Holdings

Vanguard Group
BlackRock
Canada Pension Plan Investment Board
Capital Research and Management Company - Division 3
State Street Corporation
Norges Bank Investment Management
Wellington Management Company
Geode Capital Management
Thornburg Investment Management
Massachusetts Financial Services
Invesco
Pzena Investment Management
Diamond Hill Capital Management
Conifer Management
Nordea Investment Management Ab

View all funds holding Equitable Holdings