Equitable Holdings Inc. (eqh 5.25 Perp A)Preferred / convertible

13F holders, Q2 2025 (June 30)
2holders +1
1new positions
0sold out
$20.37avg. 13F price*

At the end of Q2 2025, 2 institutions reported holding Equitable Holdings Inc. (eqh 5.25 Perp A) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Lanark Financial, Inc. ($42K) and PNC Financial Services Group, Inc. ($12K).

Company
Equitable Holdings Inc. (eqh 5.25 Perp A)
CUSIP
29452E200
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 2Q2 2025Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025Q1 2026: 2Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions1$42K
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 2,063 shares bought and 216 shares sold, net +1,847 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Lanark Financial, Inc. — New 2,063 $42K
PNC Financial Services Group, Inc. — Reduce -26.5% 599 $12K

"% of holder's portfolio" is EQUITABLE HOLDINGS INC (EQH 5.25 PERP A)'s weight in each manager's 13F, not the share of Equitable Holdings Inc. (eqh 5.25 Perp A) the manager owns.