BHWM
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Bay Harbor Wealth Management’s Equifax EFX Stock Holding History

Bay Harbor 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 		$2.7K Buy
15
+6
+67% +$1.19K ﹤0.01% 489
2025
Q4 		$1.95K Buy
9
+2
+29% +$438 ﹤0.01% 484
2025
Q3 		$1.79K Buy
7
+1
+17% +$251 ﹤0.01% 385
2025
Q2 		$1.56K Buy
6
+3
+100% +$763 ﹤0.01% 363
2025
Q1 		$730 Buy
+3
New +$754 ﹤0.01% 353

Other funds holding EFX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Bay Harbor Wealth Management's EFX Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its Equifax (EFX) stake by 67% in Q1 2026, buying an estimated $1.19K and bringing the position to 15 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Bay Harbor Wealth Management first reported a position in EFX in Q1 2025 and has held it in 5 quarters since. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Bay Harbor Wealth Management held 15 shares of Equifax worth $2.7K as of Q1 2026.
  • Bay Harbor Wealth Management bought 6 Equifax shares in Q1 2026, an estimated $1.19K.
  • Equifax made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #489 holding.
  • Bay Harbor Wealth Management first reported a position in Equifax in Q1 2025 and has held it in 5 quarters since.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.