Jones Financial Companies
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Jones Financial Companies’s Equitable Holdings EQH Stock Holding History

Jones Financial Companies’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 		$1.17M Buy
26,544
+14,148
+114% +$591K ﹤0.01% 1817
2026
Q1 		$438K Buy
12,396
+6,792
+121% +$291K ﹤0.01% 2111
2025
Q4 		$267K Buy
5,604
+257
+5% +$12.2K ﹤0.01% 1786
2025
Q3 		$280K Buy
5,347
+133
+3% +$7.04K ﹤0.01% 1647
2025
Q2 		$292K Buy
5,214
+2,287
+78% +$118K ﹤0.01% 1501
2025
Q1 		$151K Buy
2,927
+159
+6% +$8.32K ﹤0.01% 1605
2024
Q4 		$131K Buy
2,768
+266
+11% +$12.3K ﹤0.01% 1526
2024
Q3 		$105K Buy
2,502
+70
+3% +$2.87K ﹤0.01% 1382
2024
Q2 		$99.4K Buy
2,432
+761
+46% +$29.8K ﹤0.01% 1048
2024
Q1 		$63.5K Buy
+1,671
New +$56.8K ﹤0.01% 686
2023
Q2 		– Sell
-154
Closed -$3.91K – 546
2023
Q1 		$3.91K Buy
154
+148
+2,467% +$4.37K ﹤0.01% 530
2022
Q4 		$0 Buy
+6
New +$178 ﹤0.01% 738
2022
Q3 		– Sell
-395
Closed -$10K – 587
2022
Q2 		$10K Buy
+395
New +$11.4K ﹤0.01% 474
2021
Q1 		– Sell
-62
Closed -$2K – 798
2020
Q4 		$2K Buy
+62
New +$1.45K ﹤0.01% 595

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

Jones Financial Companies's EQH Position: Q2 2026 in Review

Jones Financial Companies increased its Equitable Holdings (EQH) stake by 114% in Q2 2026, buying an estimated $591K and bringing the position to 26,544 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1817.

Jones Financial Companies first reported a position in EQH in Q4 2020 and has held it in 14 quarters since. 480 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Jones Financial Companies held 26,544 shares of Equitable Holdings worth $1.17M as of Q2 2026.
  • Jones Financial Companies bought 14,148 Equitable Holdings shares in Q2 2026, an estimated $591K.
  • Equitable Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1817 holding.
  • Jones Financial Companies first reported a position in Equitable Holdings in Q4 2020 and has held it in 14 quarters since.
  • 480 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.