Conifer Management — EQH

How Conifer Management's position in Equitable Holdings Inc. changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarters held

3

First reported

Q4 2025

Latest value

$184,296,000

Latest weight

30.4%

Peak weight

33.2%

Shares since first

0%

Position Trend

Shares, value, and weight from first report to latest report.

Conifer Management first reported 4,200,000 shares in Q4 2025 and most recently reported 4,200,000 shares in Q2 2026. Portfolio weight peaked at 33.2% in Q4 2025; the low reported weight was 29.8% in Q1 2026.

Since the first report, shares are 0% and reported value is -7.9%. Latest move: —