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Aprio Wealth Management’s Equifax EFX Stock Holding History

Aprio 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
Q2 		$251K Sell
1,584
-97
-6% -$16.5K 0.01% 565
2026
Q1 		$303K Sell
1,681
-97
-5% -$19.3K 0.02% 483
2025
Q4 		$386K Buy
+1,778
New +$389K 0.02% 368
2025
Q3 		– Sell
-1,004
Closed -$260K – 444
2025
Q2 		$260K Buy
1,004
+98
+11% +$24.9K 0.03% 331
2025
Q1 		$221K Buy
+906
New +$228K 0.03% 337

Other funds holding EFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Aprio Wealth Management's EFX Position: Q2 2026 in Review

Aprio Wealth Management reduced its Equifax (EFX) stake by 5.8% in Q2 2026, selling an estimated $16.5K and leaving 1,584 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #565.

Aprio Wealth Management first reported a position in EFX in Q1 2025 and has held it in 5 quarters since. The position peaked at $386K in Q4 2025. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Aprio Wealth Management held 1,584 shares of Equifax worth $251K as of Q2 2026.
  • Aprio Wealth Management sold 97 Equifax shares in Q2 2026, an estimated $16.5K.
  • Equifax made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #565 holding.
  • Aprio Wealth Management first reported a position in Equifax in Q1 2025 and has held it in 5 quarters since.
  • Aprio Wealth Management's Equifax position peaked at $386K in Q4 2025.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.