DOSSIER · 13F Holders · Q2 2026
PEYAX
PUTNAM EQUITY INCOME FD NEW CL
3 institutions still hold PUTNAM EQUITY INCOME FD NEW CL as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 746745108·3 13F holders·last filed Jun 30, 2026
AI Holders Summary · Q2 2026
3 institutions reported PEYAX in Q2 2026. Williams Jones Wealth Management, LLC. leads at 79.9% of the visible book.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.