Richard Pzena - Pzena Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    158
Portfolio value:    $30,796,447,662
Holdings Activity Buys Sells    History
Holding/activity history for  Equitable Holdings, Inc. (EQH)
← All EQH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 4,464,347 0.54 Add 3.21% 0.02 $35.19–49.87 · VW $41.71i $165,671,917 SEC
2025   Q4 4,325,348 0.62 Add 0.66% <0.01 $42.34–51.71 · VW $47.11i $206,102,832 SEC
2025   Q3 4,297,008 0.71 Add 1.32% <0.01 $47.00–56.04 · VW $52.68i $218,202,066 SEC
2025   Q2 4,241,210 0.77 Reduce 28.14% 0.30 $41.39–56.61 · VW $51.19i $237,931,881 SEC
2025   Q1 5,902,357 1.07 Reduce 27.94% 0.37 $43.10–56.00 · VW $51.87i $307,453,777 SEC
2024   Q4 8,191,328 1.31 Reduce 50.15% 1.12 $42.47–50.51 · VW $46.55i $386,384,942 SEC
2024   Q3 16,432,139 2.23 Reduce 11.86% 0.32 $36.46–44.50 · VW $41.03i $690,642,802 SEC
2024   Q2 18,642,684 2.68 Reduce 26.37% 0.87 $35.49–41.95 · VW $39.32i $761,740,068 SEC
2024   Q1 25,320,633 3.30 Reduce 4.70% 0.16 $31.76–38.32 · VW $33.93i $962,437,260 SEC
2023   Q4 26,568,063 3.33 Reduce 1.24% 0.04 $24.65–34.80 · VW $30.90i $884,716,498 SEC
2023   Q3 26,902,560 3.28 Add 10.02% 0.30 $26.40–29.51 · VW $28.24i $763,763,678 SEC
2023   Q2 24,452,076 2.83 Add 4.14% 0.11 $21.89–27.45 · VW $25.10i $664,118,384 SEC
2023   Q1 23,480,192 2.57 Add 3.87% 0.10 $22.58–33.24 · VW $28.32i $596,162,075 SEC
2022   Q4 22,605,769 2.87 Reduce 1.15% 0.03 $26.31–32.13 · VW $29.71i $648,785,570 SEC
2022   Q3 22,868,511 2.99 Add 3.26% 0.09 $24.61–32.02 · VW $28.47i $602,585,000 SEC
2022   Q2 22,147,532 2.59 Add 1.01% 0.03 $25.22–32.95 · VW $28.63i $577,386,000 SEC
2022   Q1 21,926,757 2.56 Reduce 0.71% 0.02 $27.94–37.13 · VW $32.74i $677,756,000 SEC
2021   Q4 22,083,633 2.73 Reduce 0.21% <0.01 $29.76–36.09 · VW $32.81i $724,122,000 SEC
2021   Q3 22,131,172 2.60 Add 8.46% 0.20 $27.53–33.08 · VW $30.26i $655,968,000 SEC
2021   Q2 20,404,949 2.42 Add 1.75% 0.04 $29.29–35.46 · VW $32.51i $621,331,000 SEC
2021   Q1 20,053,666 2.66 Add 1.96% 0.05 $24.56–33.69 · VW $29.20i $654,151,000 SEC
2020   Q4 19,667,228 2.37 Reduce 4.69% 0.11 $18.44–27.21 · VW $23.49i $503,284,000 SEC
2020   Q3 20,635,413 2.35 Add 3.55% 0.08 $17.33–22.55 · VW $20.09i $376,390,000 SEC
2020   Q2 19,927,019 2.51 Reduce 9.83% 0.24 $14.01–24.19 · VW $18.25i $384,392,000 SEC
2020   Q1 22,099,137 2.42 Add 11.74% 0.25 $9.89–27.30 · VW $19.72i $319,333,000 SEC
2019   Q4 19,778,140 2.29 Add 5.16% 0.11 $20.16–25.17 · VW $23.55i $490,102,000 SEC
2019   Q3 18,808,418 2.27 Add 8.81% 0.18 $19.47–22.93 · VW $21.60i $416,795,000 SEC
2019   Q2 17,286,040 1.91 Add 8.72% 0.15 $19.70–22.93 · VW $21.40i $361,278,000 SEC
2019   Q1 15,899,582 1.74 Add 11.25% 0.18 $17.15–21.58 · VW $19.42i $320,218,000 SEC
2018   Q4 14,292,398 1.39 Add 1.34% 0.02 $14.72–22.31 · VW $18.93i $237,683,000 SEC
2018   Q3 14,103,921 1.47 Add 20.03% 0.25 $20.42–23.21 · VW $21.94i $302,529,000 SEC
2018   Q2 11,750,490 1.22 Buy 1.22 $19.50–22.25 · VW $21.22i
IPO/listing quarter
$242,178,000 SEC
Price snapshot:
Current price$47.80
Avg. buy price$23.46
+/- since buy103.75%
52-week low$34.94
52-week high$54.14