SEC 13F Intelligence

Bruni J V & Co /Co / EQH

Bruni J V & Co /Co’s Equitable Hldgs Inc Position

Does Bruni J V & Co /Co own Equitable Hldgs Inc (EQH)? Yes — 675.5K shares worth $25M (+2.62% of its 13F portfolio) as of Q1 2026, up from 675.2K shares the prior filed quarter.

Position Value
$25M
Q1 2026
Shares
675.5K
% of Portfolio
+2.62%
Quarters Held
5
currently held

Position History EQH

Reported value by quarter
Q1 ’25: $33MQ1 ’25Q2 ’25: $38MQ2 ’25Q3 ’25: $34MQ3 ’25Q4 ’25: $32MQ4 ’25Q1 ’26: $25MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026675.5K$25M+2.62%
Q4 2025675.2K$32M+3.16%
Q3 2025674.7K$34M+3.46%
Q2 2025674.4K$38M+3.98%
Q1 2025629.0K$33M+3.81%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bruni J V & Co /Co’s full portfolio or all institutional holders of EQH.