Raymond James Financial’s Equitable Holdings EQH Stock Holding History

Raymond James Financial’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	$16.5M	Sell	376,581 -17,747	-5%	-$742K	﹤0.01%	1707
2026 Q1	$14.6M	Sell	394,328 -28,717	-7%	-$1.23M	﹤0.01%	1708
2025 Q4	$20.2M	Sell	423,045 -162,030	-28%	-$7.68M	0.01%	1439
2025 Q3	$29.7M	Sell	585,075 -221,004	-27%	-$11.7M	0.01%	1136
2025 Q2	$45.2M	Buy	806,079 +38,250	+5%	+$1.97M	0.02%	820
2025 Q1	$40M	Buy	767,829 +133,127	+21%	+$6.97M	0.02%	835
2024 Q4	$29.9M	Buy	+634,702	New	+$29.3M	0.01%	1040

Other funds holding EQH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Raymond James Financial's EQH Position: Q2 2026 in Review

Raymond James Financial reduced its Equitable Holdings (EQH) stake by 4.5% in Q2 2026, selling an estimated $742K and leaving 376,581 shares worth $16.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

Raymond James Financial first reported a position in EQH in Q4 2024 and has held it in 7 quarters since. The position peaked at $45.2M in Q2 2025. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

Raymond James Financial held 376,581 shares of Equitable Holdings worth $16.5M as of Q2 2026.
Raymond James Financial sold 17,747 Equitable Holdings shares in Q2 2026, an estimated $742K.
Equitable Holdings made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1707 holding.
Raymond James Financial first reported a position in Equitable Holdings in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Equitable Holdings position peaked at $45.2M in Q2 2025.
484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

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