Matrix Trust »

Equitable Holdings shares owned by Matrix Trust

Quarter-by-quarter ownership of Equitable Holdings (EQH) shares owned by Matrix Trust from 13F filings

Historical chart of Matrix Trust investment in Equitable Holdings

Tip: Access up to 7 years of quarterly data

All positions including Equitable Holdings held by Matrix Trust 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 Matrix Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $21k 553 37.97

More positions owned by Matrix Trust

Ishares Tr MRNGSTR LG-CP VL (ILCV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr S&p 500 Index (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Mrgstr Md Cp Val (IMCV)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Mrgstr Md Cp Etf (IMCB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)

View all positions for Matrix Trust

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