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Aaron Wealth Advisors’s Equifax EFX Stock Holding History

Aaron Wealth Advisors’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,587
Closed -$344K – 711
2025
Q4 		$344K Buy
+1,587
New +$348K 0.02% 536
2022
Q2 		– Sell
-69,707
Closed -$294K – 386
2022
Q1 		$294K Buy
+69,707
New +$16.4M ﹤0.01% 679

Other funds holding EFX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Aaron Wealth Advisors's EFX Position: Q1 2026 in Review

Aaron Wealth Advisors sold out of Equifax (EFX) in Q1 2026, closing a stake of 1,587 shares — an estimated $344K sold.

Aaron Wealth Advisors first reported a position in EFX in Q1 2022 and held it in 2 quarters. The position peaked at $344K in Q4 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Aaron Wealth Advisors reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
  • Aaron Wealth Advisors sold 1,587 Equifax shares in Q1 2026, an estimated $344K.
  • Aaron Wealth Advisors first reported a position in Equifax in Q1 2022 and held it in 2 quarters.
  • Aaron Wealth Advisors's Equifax position peaked at $344K in Q4 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Aaron Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.