Question 1

How many shares of EQH does O'SHAUGHNESSY ASSET MANAGEMENT, LLC own?

Accepted Answer

As of 2026-Q2, O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds 135,858 shares of EQH (EQUITABLE HOLDINGS INC COM).

Question 2

What is O'SHAUGHNESSY ASSET MANAGEMENT, LLC's EQH position worth?

Accepted Answer

As of 2026-Q2, O'SHAUGHNESSY ASSET MANAGEMENT, LLC's EQH position is worth $6M.

Question 3

Is O'SHAUGHNESSY ASSET MANAGEMENT, LLC buying or selling EQH?

Accepted Answer

In 2026-Q2, O'SHAUGHNESSY ASSET MANAGEMENT, LLC decreased their EQH position (-9.2% change in shares).

Question 4

When did O'SHAUGHNESSY ASSET MANAGEMENT, LLC first buy EQH?

Accepted Answer

Based on available 13F filings, O'SHAUGHNESSY ASSET MANAGEMENT, LLC first reported a position in EQH in 2020-Q1. They have held the position across 26 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	135,858	-9.2%	$6M	0.0%	$43.88	0
2026-Q1	Decreased	149,586	-39.6%	$5.6M	0.0%	$36.84	0
2025-Q4	Decreased	247,869	-16.8%	$11.8M	0.1%	$46.98	0
2025-Q3	Decreased	297,803	-1.1%	$15.1M	0.1%	$49.77	0
2025-Q2	Increased	301,124	+7.4%	$16.9M	0.1%	$54.69	36
2025-Q1	Increased	280,374	+55.2%	$14.6M	0.1%	$50.52	47
2024-Q4	Decreased	180,658	-2.7%	$8.5M	0.1%	$45.53	0
2024-Q3	Decreased	185,721	-8.2%	$8.2M	0.1%	$40.37	0
2024-Q2	Decreased	202,277	-1.1%	$8.3M	0.1%	$39.00	0
2024-Q1	Decreased	204,541	-79.3%	$7.8M	0.1%	$36.07	0
2023-Q4	Decreased	988,462	-34.0%	$32.9M	0.4%	$31.40	0
2023-Q3	Decreased	1.5M	-20.4%	$42.5M	0.6%	$26.56	0
2023-Q2	Increased	1.9M	+1.8%	$51M	0.8%	$25.22	42
2023-Q1	Increased	1.8M	+37.1%	$46.8M	0.7%	$23.37	54
2022-Q4	Increased	1.3M	+129.1%	$38.6M	0.6%	$26.24	66
2022-Q3	Decreased	587,507	-23.0%	$15.5M	0.3%	$23.94	0
2022-Q2	Decreased	762,949	-17.5%	$19.9M	0.4%	$23.52	0
2022-Q1	Decreased	924,986	-8.1%	$28.6M	0.5%	$27.70	0
2021-Q4	Increased	1M	+7.1%	$33M	0.6%	$29.22	44
2021-Q3	Increased	939,250	+33.9%	$27.8M	0.6%	$26.27	52
2021-Q2	Increased	701,327	+28.2%	$21.4M	0.4%	$26.84	42
2021-Q1	Decreased	547,156	-41.5%	$17.8M	0.4%	$28.59	0
2020-Q4	Decreased	935,026	-35.0%	$23.9M	0.7%	$22.30	0
2020-Q3	Increased	1.4M	+2.6%	$26.3M	0.8%	$15.79	41
2020-Q2	Increased	1.4M	+79.4%	$27.1M	0.8%	$16.56	62
2020-Q1	New	782,420	-	$11.3M	0.4%	$12.30	46

EQH26 quarters

EQH
26 quarters