Janney Montgomery Scott
EQH icon

Janney Montgomery Scott’s Equitable Holdings EQH Stock Holding History

Janney Montgomery Scott’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
Q2 		$1.51M Buy
34,338
+6,038
+21% +$252K ﹤0.01% 1662
2026
Q1 		$1.05M Buy
28,300
+19,383
+217% +$830K ﹤0.01% 1626
2025
Q4 		$425K Buy
8,917
+3,399
+62% +$161K ﹤0.01% 2320
2025
Q3 		$280K Sell
5,518
-8,935
-62% -$473K ﹤0.01% 2534
2025
Q2 		$811K Buy
14,453
+131
+0.9% +$6.74K ﹤0.01% 1721
2025
Q1 		$746K Sell
14,322
-3,614
-20% -$189K ﹤0.01% 1726
2024
Q4 		$846K Buy
17,936
+448
+3% +$20.7K ﹤0.01% 1663
2024
Q3 		$735K Sell
17,488
-2,860
-14% -$117K ﹤0.01% 1710
2024
Q2 		$831K Sell
20,348
-4,947
-20% -$194K ﹤0.01% 1551
2024
Q1 		$961K Sell
25,295
-661
-3% -$22.5K ﹤0.01% 1549
2023
Q4 		$864K Sell
25,956
-57,015
-69% -$1.67M ﹤0.01% 1527
2023
Q3 		$2.36M Sell
82,971
-1,526
-2% -$43.1K 0.01% 955
2023
Q2 		$2.29M Buy
+84,497
New +$2.14M 0.01% 1011
2023
Q1 		– Sell
-91,973
Closed -$2.64M – 2597
2022
Q4 		$2.64M Buy
91,973
+15,536
+20% +$460K 0.01% 899
2022
Q3 		$2.01M Buy
+76,437
New +$2.17M 0.01% 965
2020
Q2 		– Sell
-10,069
Closed -$145K – 2007
2020
Q1 		$145K Sell
10,069
-16,829
-63% -$368K ﹤0.01% 1733
2019
Q4 		$667K Buy
26,898
+1,748
+7% +$40.5K ﹤0.01% 1281
2019
Q3 		$557K Buy
+25,150
New +$540K ﹤0.01% 1329

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Janney Montgomery Scott's EQH Position: Q2 2026 in Review

Janney Montgomery Scott increased its Equitable Holdings (EQH) stake by 21% in Q2 2026, buying an estimated $252K and bringing the position to 34,338 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

Janney Montgomery Scott first reported a position in EQH in Q3 2019 and has held it in 18 quarters since. The position peaked at $2.64M in Q4 2022. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Janney Montgomery Scott held 34,338 shares of Equitable Holdings worth $1.51M as of Q2 2026.
  • Janney Montgomery Scott bought 6,038 Equitable Holdings shares in Q2 2026, an estimated $252K.
  • Equitable Holdings made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1662 holding.
  • Janney Montgomery Scott first reported a position in Equitable Holdings in Q3 2019 and has held it in 18 quarters since.
  • Janney Montgomery Scott's Equitable Holdings position peaked at $2.64M in Q4 2022.
  • 484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.