Bartlett & Co Wealth Management’s Equifax EFX Stock Holding History

Bartlett & Co 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 Q2	$1.75K	Sell	11 -6	-35%	-$1.02K	﹤0.01%	1180
2026 Q1	$2.93K	Buy	+17	New	+$3.38K	﹤0.01%	1083
2025 Q4	–	Sell	-1	Closed	-$257	–	1239
2025 Q3	$257	Buy	+1	New	+$251	﹤0.01%	1154
2025 Q2	–	Sell	-1	Closed	-$244	–	1272
2025 Q1	$244	Buy	+1	New	+$251	﹤0.01%	1158
2023 Q1	–	Sell	-30	Closed	-$5.83K	–	1073
2022 Q4	$5.83K	Hold	30	–	–	﹤0.01%	896
2022 Q3	$5.14K	Sell	30 -158	-84%	-$31K	﹤0.01%	922
2022 Q2	$34.4K	Buy	188 +158	+527%	+$31.6K	﹤0.01%	642
2022 Q1	$7.11K	Buy	+30	New	+$7.07K	﹤0.01%	878
2021 Q3	–	Sell	-5	Closed	-$1.2K	–	974
2021 Q2	$1.2K	Hold	5	–	–	﹤0.01%	925
2021 Q1	$906	Hold	5	–	–	﹤0.01%	993
2020 Q4	$964	Buy	+5	New	+$841	﹤0.01%	1051

Other funds holding EFX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Bartlett & Co Wealth Management's EFX Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Equifax (EFX) stake by 35% in Q2 2026, selling an estimated $1.02K and leaving 11 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Bartlett & Co Wealth Management first reported a position in EFX in Q4 2020 and has held it in 11 quarters since. The position peaked at $34.4K in Q2 2022. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Bartlett & Co Wealth Management held 11 shares of Equifax worth $1.75K as of Q2 2026.
Bartlett & Co Wealth Management sold 6 Equifax shares in Q2 2026, an estimated $1.02K.
Equifax made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1180 holding.
Bartlett & Co Wealth Management first reported a position in Equifax in Q4 2020 and has held it in 11 quarters since.
Bartlett & Co Wealth Management's Equifax position peaked at $34.4K in Q2 2022.
835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.