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
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 $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

Janney Montgomery Scott's EQH Position: Q1 2026 in Review

Janney Montgomery Scott increased its Equitable Holdings (EQH) stake by 217% in Q1 2026, buying an estimated $830K and bringing the position to 28,300 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

Janney Montgomery Scott first reported a position in EQH in Q3 2019 and has held it in 17 quarters since. The position peaked at $2.64M in Q4 2022. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • Janney Montgomery Scott held 28,300 shares of Equitable Holdings worth $1.05M as of Q1 2026.
  • Janney Montgomery Scott bought 19,383 Equitable Holdings shares in Q1 2026, an estimated $830K.
  • Equitable Holdings made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1626 holding.
  • Janney Montgomery Scott first reported a position in Equitable Holdings in Q3 2019 and has held it in 17 quarters since.
  • Janney Montgomery Scott's Equitable Holdings position peaked at $2.64M in Q4 2022.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.