Question 1

How many shares of CGDV does Equitable Holdings, Inc. own?

Accepted Answer

As of 2026-Q1, Equitable Holdings, Inc. holds 1.9M shares of CGDV (CAPITAL GROUP DIVIDEND VALUE).

Question 2

What is Equitable Holdings, Inc.'s CGDV position worth?

Accepted Answer

As of 2026-Q1, Equitable Holdings, Inc.'s CGDV position is worth $83.2M.

Question 3

Is Equitable Holdings, Inc. buying or selling CGDV?

Accepted Answer

In 2026-Q1, Equitable Holdings, Inc. increased their CGDV position (+33.9% change in shares).

Question 4

When did Equitable Holdings, Inc. first buy CGDV?

Accepted Answer

Based on available 13F filings, Equitable Holdings, Inc. first reported a position in CGDV in 2024-Q2. They have held the position across 10 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	1.9M	+33.9%	$83.2M	0.5%	$44.98	54
2025-Q4	Increased	1.4M	+74.6%	$62.2M	0.4%	$43.93	53
2025-Q3	Increased	816,767	+49.7%	$34.3M	0.3%	$41.61	48
2025-Q2	Increased	545,634	+92.0%	$21.5M	0.2%	$39.01	54
2025-Q1	Increased	284,195	+42.8%	$10.1M	0.1%	$34.98	37
2024-Q4	Increased	199,038	+17.5%	$7M	0.1%	$34.80	32
2024-Q3	Increased	169,371	+50.6%	$6.2M	0.1%	$35.64	38
2024-Q2	Increased	112,441	+24.8%	$3.7M	0.0%	$32.24	33

CGDVShowing 8 of 10 quarters

CGDV
Showing 8 of 10 quarters