AWM
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AE Wealth Management’s Equifax EFX Stock Holding History

AE Wealth Management’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 		$730K Buy
4,053
+628
+18% +$125K ﹤0.01% 939
2025
Q4 		$743K Sell
3,425
-320
-9% -$70.1K ﹤0.01% 897
2025
Q3 		$961K Buy
3,745
+691
+23% +$174K 0.01% 759
2025
Q2 		$792K Buy
3,054
+357
+13% +$90.8K 0.01% 786
2025
Q1 		$657K Sell
2,697
-223
-8% -$56.1K 0.01% 835
2024
Q4 		$744K Sell
2,920
-117
-4% -$31.4K 0.01% 777
2024
Q3 		$892K Sell
3,037
-496
-14% -$140K 0.01% 720
2024
Q2 		$857K Buy
3,533
+689
+24% +$164K 0.01% 742
2024
Q1 		$761K Sell
2,844
-1,790
-39% -$456K 0.01% 715
2023
Q4 		$1.14M Buy
4,634
+229
+5% +$46.4K 0.01% 1107
2023
Q3 		$807K Buy
4,405
+389
+10% +$79.4K ﹤0.01% 1187
2023
Q2 		$945K Buy
4,016
+30
+0.8% +$6.31K 0.01% 1109
2023
Q1 		$809K Buy
3,986
+28
+0.7% +$5.83K 0.01% 1126
2022
Q4 		$769K Sell
3,958
-39
-1% -$7.13K 0.01% 1100
2022
Q3 		$685K Sell
3,997
-208
-5% -$40.7K 0.01% 1094
2022
Q2 		$769K Buy
4,205
+124
+3% +$24.8K 0.01% 986
2022
Q1 		$968K Buy
4,081
+277
+7% +$65.3K 0.01% 929
2021
Q4 		$1.11M Sell
3,804
-24
-0.6% -$6.68K 0.01% 896
2021
Q3 		$970K Buy
3,828
+168
+5% +$43.7K 0.01% 878
2021
Q2 		$877K Buy
3,660
+2,284
+166% +$510K 0.01% 888
2021
Q1 		$249K Sell
1,376
-115
-8% -$20.3K ﹤0.01% 1324
2020
Q4 		$288K Buy
+1,491
New +$251K ﹤0.01% 1158
2020
Q2 		– Sell
-5,010
Closed -$598K – 1279
2020
Q1 		$598K Buy
+5,010
New +$729K 0.01% 630
2019
Q2 		– Sell
-3,434
Closed -$407K – 980
2019
Q1 		$407K Buy
+3,434
New +$367K 0.03% 393

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

AE Wealth Management's EFX Position: Q1 2026 in Review

AE Wealth Management increased its Equifax (EFX) stake by 18% in Q1 2026, buying an estimated $125K and bringing the position to 4,053 shares worth $730K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

AE Wealth Management first reported a position in EFX in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.14M in Q4 2023. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • AE Wealth Management held 4,053 shares of Equifax worth $730K as of Q1 2026.
  • AE Wealth Management bought 628 Equifax shares in Q1 2026, an estimated $125K.
  • Equifax made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #939 holding.
  • AE Wealth Management first reported a position in Equifax in Q1 2019 and has held it in 24 quarters since.
  • AE Wealth Management's Equifax position peaked at $1.14M in Q4 2023.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.