HPC
EQH icon

HM Payson & Co’s Equitable Holdings EQH Stock Holding History

HM Payson & Co’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 		– Sell
-63
Closed -$3K – 1155
2025
Q4 		$3K Buy
+63
New +$2.99K ﹤0.01% 1017
2022
Q4 		– Sell
-44
Closed -$1K – 956
2022
Q3 		$1K Hold
44
– – ﹤0.01% 944
2022
Q2 		$1K Sell
44
-245
-85% -$7.1K ﹤0.01% 990
2022
Q1 		$9K Buy
289
+44
+18% +$1.45K ﹤0.01% 849
2021
Q4 		$8K Hold
245
– – ﹤0.01% 895
2021
Q3 		$7K Hold
245
– – ﹤0.01% 863
2021
Q2 		$7K Hold
245
– – ﹤0.01% 852
2021
Q1 		$8K Hold
245
– – ﹤0.01% 888
2020
Q4 		$6K Buy
+245
New +$5.73K ﹤0.01% 910

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HM Payson & Co's EQH Position: Q1 2026 in Review

HM Payson & Co sold out of Equitable Holdings (EQH) in Q1 2026, closing a stake of 63 shares — an estimated $3K sold.

HM Payson & Co first reported a position in EQH in Q4 2020 and held it in 9 quarters. The position peaked at $9K in Q1 2022. 542 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • HM Payson & Co reported no remaining Equitable Holdings position as of Q1 2026 after selling out during the quarter.
  • HM Payson & Co sold 63 Equitable Holdings shares in Q1 2026, an estimated $3K.
  • HM Payson & Co first reported a position in Equitable Holdings in Q4 2020 and held it in 9 quarters.
  • HM Payson & Co's Equitable Holdings position peaked at $9K in Q1 2022.
  • 542 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on HM Payson & Co's 13F filing for Q1 2026, filed 13 Apr 2026.