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Arkadios Wealth Advisors’s Equifax EFX Stock Holding History

Arkadios 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
Q2 		– Sell
-2,757
Closed -$496K – 1793
2026
Q1 		$496K Sell
2,757
-365
-12% -$72.5K 0.01% 1114
2025
Q4 		$677K Buy
3,122
+251
+9% +$55K 0.01% 874
2025
Q3 		$736K Buy
2,871
+1,092
+61% +$274K 0.02% 772
2025
Q2 		$461K Buy
1,779
+262
+17% +$66.6K 0.01% 876
2025
Q1 		$370K Buy
+1,517
New +$381K 0.01% 818
2021
Q4 		– Sell
-51
Closed -$13K – 900
2021
Q3 		$13K Hold
51
– – ﹤0.01% 1367
2021
Q2 		$12K Hold
51
– – ﹤0.01% 1473
2021
Q1 		$9K Buy
+51
New +$9.01K ﹤0.01% 1217

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 $3.38T AUM 44.17% 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

Arkadios Wealth Advisors's EFX Position: Q2 2026 in Review

Arkadios Wealth Advisors sold out of Equifax (EFX) in Q2 2026, closing a stake of 2,757 shares — an estimated $496K sold.

Arkadios Wealth Advisors first reported a position in EFX in Q1 2021 and held it in 8 quarters. The position peaked at $736K in Q3 2025. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Arkadios Wealth Advisors reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 2,757 Equifax shares in Q2 2026, an estimated $496K.
  • Arkadios Wealth Advisors first reported a position in Equifax in Q1 2021 and held it in 8 quarters.
  • Arkadios Wealth Advisors's Equifax position peaked at $736K in Q3 2025.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.