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Axxcess Wealth Management’s Equifax EFX Stock Holding History

Axxcess 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
Q1 		– Sell
-1,201
Closed -$261K – 570
2025
Q4 		$261K Sell
1,201
-157
-12% -$34.4K ﹤0.01% 894
2025
Q3 		$348K Sell
1,358
-37
-3% -$9.3K 0.01% 711
2025
Q2 		$362K Hold
1,395
– – 0.01% 673
2025
Q1 		$340K Buy
1,395
+51
+4% +$12.8K 0.01% 647
2024
Q4 		$343K Sell
1,344
-13
-1% -$3.48K 0.01% 637
2024
Q3 		$399K Sell
1,357
-41
-3% -$11.6K 0.01% 606
2024
Q2 		$339K Buy
1,398
+20
+1% +$4.77K 0.01% 617
2024
Q1 		$369K Sell
1,378
-10
-0.7% -$2.54K 0.01% 613
2023
Q4 		$343K Sell
1,388
-40
-3% -$8.11K 0.01% 610
2023
Q3 		$262K Buy
1,428
+133
+10% +$27.2K 0.01% 634
2023
Q2 		$305K Sell
1,295
-66
-5% -$13.9K 0.02% 447
2023
Q1 		$276K Hold
1,361
– – 0.02% 502
2022
Q4 		$264K Buy
1,361
+171
+14% +$31.3K 0.02% 480
2022
Q3 		$204K Buy
+1,190
New +$233K 0.02% 500
2022
Q2 		– Sell
-2,288
Closed -$543K – 572
2022
Q1 		$543K Sell
2,288
-774
-25% -$182K 0.04% 338
2021
Q4 		$897K Buy
+3,062
New +$852K 0.07% 235

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Axxcess Wealth Management's EFX Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Equifax (EFX) in Q1 2026, closing a stake of 1,201 shares — an estimated $261K sold.

Axxcess Wealth Management first reported a position in EFX in Q4 2021 and held it in 16 quarters. The position peaked at $897K in Q4 2021. 874 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,201 Equifax shares in Q1 2026, an estimated $261K.
  • Axxcess Wealth Management first reported a position in Equifax in Q4 2021 and held it in 16 quarters.
  • Axxcess Wealth Management's Equifax position peaked at $897K in Q4 2021.
  • 874 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.