Kathmere Capital Management »

Equitable Holdings shares owned by Kathmere Capital Management

Quarter-by-quarter ownership of Equitable Holdings (EQH) shares owned by Kathmere Capital Management from 13F filings

Historical chart of Kathmere Capital Management investment in Equitable Holdings

Tip: Access up to 7 years of quarterly data

All positions including Equitable Holdings held by Kathmere Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Equitable Holdings by Kathmere Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $281k 6.7k 42.03
2024-06-30 $273k 6.7k 40.86
2024-03-31 $254k 6.7k 38.01
2023-12-31 $256k 7.7k 33.30
2023-09-30 $256k 9.0k 28.39
2023-06-30 $239k 8.8k 27.16

More positions owned by Kathmere Capital Management

Ishares Tr Msci Usa Value (VLUE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibds Dec28 Etf (IBDT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Apple (AAPL)

View all positions for Kathmere Capital Management

Top funds holding Equitable Holdings

Vanguard Group
BlackRock
BlackRock
T. Rowe Price Associates
Canada Pension Plan Investment Board
Pzena Investment Management
State Street Corporation
Invesco
First Trust Advisors
Hsbc Holdings
Geode Capital Management
Thornburg Investment Management
Acadian Asset Management
Massachusetts Financial Services
Dimensional Fund Advisors

View all funds holding Equitable Holdings