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 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 $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James Financial's EQH Position: Q1 2026 in Review

Raymond James Financial reduced its Equitable Holdings (EQH) stake by 6.8% in Q1 2026, selling an estimated $1.23M and leaving 394,328 shares worth $14.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

Raymond James Financial first reported a position in EQH in Q4 2024 and has held it in 6 quarters since. The position peaked at $45.2M in Q2 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

Raymond James Financial held 394,328 shares of Equitable Holdings worth $14.6M as of Q1 2026.
Raymond James Financial sold 28,717 Equitable Holdings shares in Q1 2026, an estimated $1.23M.
Equitable Holdings made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1708 holding.
Raymond James Financial first reported a position in Equitable Holdings in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Equitable Holdings position peaked at $45.2M in Q2 2025.
539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.