Franklin Resources
EQH icon

Franklin Resources’s Equitable Holdings EQH Stock Holding History

Franklin Resources’s Portfolio EQH Stock Details EQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.8M Buy
532,796
+63,188
+13% +$2.71M ﹤0.01% 993
2025
Q4 		$22.4M Buy
469,608
+760
+0.2% +$36K 0.01% 919
2025
Q3 		$23.8M Sell
468,848
-161,704
-26% -$8.57M 0.01% 896
2025
Q2 		$35.4M Sell
630,552
-70,075
-10% -$3.6M 0.01% 741
2025
Q1 		$36.5M Buy
700,627
+74,904
+12% +$3.92M 0.01% 712
2024
Q4 		$29.5M Sell
625,723
-112,714
-15% -$5.2M 0.01% 792
2024
Q3 		$32.5M Sell
738,437
-33,526
-4% -$1.38M 0.01% 732
2024
Q2 		$31.5M Buy
771,963
+103,917
+16% +$4.07M 0.01% 708
2024
Q1 		$25.4M Buy
668,046
+457,373
+217% +$15.6M 0.01% 796
2023
Q4 		$7.02M Buy
210,673
+118,178
+128% +$3.46M ﹤0.01% 1027
2023
Q3 		$2.63M Sell
92,495
-2,976
-3% -$84K ﹤0.01% 1297
2023
Q2 		$2.59M Sell
95,471
-72,316
-43% -$1.83M ﹤0.01% 1322
2023
Q1 		$4.26M Buy
167,787
+25,384
+18% +$749K ﹤0.01% 1129
2022
Q4 		$4.09M Buy
142,403
+55,799
+64% +$1.65M ﹤0.01% 1168
2022
Q3 		$2.28M Buy
86,604
+10,975
+15% +$312K ﹤0.01% 1297
2022
Q2 		$1.97M Buy
75,629
+18,415
+32% +$534K ﹤0.01% 1357
2022
Q1 		$1.77M Sell
57,214
-14,278
-20% -$471K ﹤0.01% 1449
2021
Q4 		$2.35M Sell
71,492
-1,283,383
-95% -$42.1M ﹤0.01% 1452
2021
Q3 		$40.2M Sell
1,354,875
-1,749,175
-56% -$53M 0.02% 720
2021
Q2 		$94.5M Buy
3,104,050
+3,073,138
+9,942% +$100M 0.04% 479
2021
Q1 		$1.01M Sell
30,912
-8,905
-22% -$257K ﹤0.01% 1483
2020
Q4 		$1.02M Sell
39,817
-56,190
-59% -$1.31M ﹤0.01% 1428
2020
Q3 		$1.75M Buy
96,007
+15,098
+19% +$304K ﹤0.01% 1253
2020
Q2 		$1.65M Buy
80,909
+67,818
+518% +$1.21M ﹤0.01% 1183
2020
Q1 		$189K Buy
+13,091
New +$286K ﹤0.01% 1425
2019
Q3 		– Sell
-37,648
Closed -$787K – 1529
2019
Q2 		$787K Sell
37,648
-1,327
-3% -$28.6K ﹤0.01% 1303
2019
Q1 		$785K Buy
+38,975
New +$744K ﹤0.01% 1263

Other funds holding EQH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources's EQH Position: Q1 2026 in Review

Franklin Resources increased its Equitable Holdings (EQH) stake by 13% in Q1 2026, buying an estimated $2.71M and bringing the position to 532,796 shares worth $19.8M. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Franklin Resources first reported a position in EQH in Q1 2019 and has held it in 27 quarters since. The position peaked at $94.5M in Q2 2021. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Franklin Resources held 532,796 shares of Equitable Holdings worth $19.8M as of Q1 2026.
  • Franklin Resources bought 63,188 Equitable Holdings shares in Q1 2026, an estimated $2.71M.
  • Equitable Holdings made up ﹤0.01% of Franklin Resources's portfolio in Q1 2026, its #993 holding.
  • Franklin Resources first reported a position in Equitable Holdings in Q1 2019 and has held it in 27 quarters since.
  • Franklin Resources's Equitable Holdings position peaked at $94.5M in Q2 2021.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.