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Equitable Holdings shares owned by Legacy Financial Advisors

Quarter-by-quarter ownership of Equitable Holdings (EQH) shares owned by Legacy Financial Advisors from 13F filings

Historical chart of Legacy Financial Advisors investment in Equitable Holdings

Tip: Access up to 7 years of quarterly data

All positions including Equitable Holdings held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Equitable Holdings by Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $435k 9.9k 43.88

More positions owned by Legacy Financial Advisors

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Franklin International Core Dividend Tilt Index Fund Etf (DIVI)
Freedom 100 Emerging Markets Etf Etf (FRDM)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Apple Stock (AAPL)
Nvidia Corp Stock (NVDA)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Wisdomtree U.s. Quality Growth Fund Etf (QGRW)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Microsoft Stock (MSFT)
Google Stock (GOOGL)
Natixis Gateway Quality Income Etf Etf (GQI)
Victoryshares Free Cash Flow Etf Etf (VFLO)
Procter & Gamble Stock (PG)
Amazon.com Stock (AMZN)

View all positions for Legacy Financial Advisors

Top funds holding Equitable Holdings

BlackRock
Norges Bank Investment Management
T. Rowe Price Associates
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
Harris Associates L.P
Canada Pension Plan Investment Board
Wellington Management Company
Capital Research and Management Company - Division 3
Pzena Investment Management
Geode Capital Management
Viking Global Investors
Thornburg Investment Management
Bank Of Montreal

View all funds holding Equitable Holdings