DOSSIER · 13F Holders · Q3 2026
PEYAX
PUTNAM EQUITY INCOME FD NEW CL
4 institutions still hold PUTNAM EQUITY INCOME FD NEW CL as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 746745108·4 13F holders·last filed Sep 30, 2026
AI Holders Summary · Q3 2026
4 institutions reported PEYAX in Q3 2026. Williams Jones Wealth Management, LLC. leads at 80.0% of the visible book.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.