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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Arkadios Wealth Advisors reduced its Equifax (EFX) stake by 12% in Q1 2026, selling an estimated $72.5K and leaving 2,757 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #1114.

Arkadios Wealth Advisors first reported a position in EFX in Q1 2021 and has held it in 8 quarters since. The position peaked at $736K in Q3 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Arkadios Wealth Advisors held 2,757 shares of Equifax worth $496K as of Q1 2026.
Arkadios Wealth Advisors sold 365 Equifax shares in Q1 2026, an estimated $72.5K.
Equifax made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1114 holding.
Arkadios Wealth Advisors first reported a position in Equifax in Q1 2021 and has held it in 8 quarters since.
Arkadios Wealth Advisors's Equifax position peaked at $736K in Q3 2025.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.