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 Q2	$1.59K	Sell	10 -5	-33%	-$852	﹤0.01%	729
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 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 $3.38T AUM 44.17% 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

Bay Harbor Wealth Management's EFX Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its Equifax (EFX) stake by 33% in Q2 2026, selling an estimated $852 and leaving 10 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Bay Harbor Wealth Management first reported a position in EFX in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.7K in Q1 2026. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Bay Harbor Wealth Management held 10 shares of Equifax worth $1.59K as of Q2 2026.
Bay Harbor Wealth Management sold 5 Equifax shares in Q2 2026, an estimated $852.
Equifax made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #729 holding.
Bay Harbor Wealth Management first reported a position in Equifax in Q1 2025 and has held it in 6 quarters since.
Bay Harbor Wealth Management's Equifax position peaked at $2.7K in Q1 2026.
838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.