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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return

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