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Avion Wealth’s Equifax EFX Stock Holding History

Avion Wealth’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 		$2K Sell
14
-3
-18% -$511 ﹤0.01% 1043
2026
Q1 		$3K Sell
17
-5
-23% -$993 ﹤0.01% 764
2025
Q4 		$4K Sell
22
-4
-15% -$876 ﹤0.01% 699
2025
Q3 		$6K Sell
26
-2
-7% -$503 ﹤0.01% 602
2025
Q2 		$7K Sell
28
-13
-32% -$3.31K ﹤0.01% 542
2025
Q1 		$10K Hold
41
– – ﹤0.01% 393
2024
Q4 		$10K Buy
41
+19
+86% +$5.09K ﹤0.01% 392
2024
Q3 		$6K Buy
22
+6
+38% +$1.69K ﹤0.01% 479
2024
Q2 		$3K Hold
16
– – ﹤0.01% 552
2024
Q1 		$5K Buy
16
+6
+60% +$1.53K ﹤0.01% 454
2023
Q4 		$2K Buy
+10
New +$2.03K ﹤0.01% 551
2023
Q3 		– Sell
-3
Closed – – 901
2023
Q2 		$0 Buy
+3
New +$631 ﹤0.01% 795

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

Avion Wealth's EFX Position: Q2 2026 in Review

Avion Wealth reduced its Equifax (EFX) stake by 18% in Q2 2026, selling an estimated $511 and leaving 14 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Avion Wealth first reported a position in EFX in Q2 2023 and has held it in 12 quarters since. The position peaked at $10K in Q1 2025. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Avion Wealth held 14 shares of Equifax worth $2K as of Q2 2026.
  • Avion Wealth sold 3 Equifax shares in Q2 2026, an estimated $511.
  • Equifax made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1043 holding.
  • Avion Wealth first reported a position in Equifax in Q2 2023 and has held it in 12 quarters since.
  • Avion Wealth's Equifax position peaked at $10K in Q1 2025.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.