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Beaird Harris Wealth Management’s Equifax EFX Stock Holding History

Beaird Harris 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 		– Sell
-2
Closed -$361 – 721
2026
Q1 		$361 Hold
2
– – ﹤0.01% 589
2025
Q4 		$434 Hold
2
– – ﹤0.01% 605
2025
Q3 		$514 Hold
2
– – ﹤0.01% 609
2025
Q2 		$519 Buy
+2
New +$509 ﹤0.01% 604
2024
Q2 		– Sell
-2
Closed -$536 – 734
2024
Q1 		$536 Hold
2
– – ﹤0.01% 588
2023
Q4 		$495 Buy
+2
New +$406 ﹤0.01% 566

Other funds holding EFX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CPCPP
Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Beaird Harris Wealth Management's EFX Position: Q2 2026 in Review

Beaird Harris Wealth Management sold out of Equifax (EFX) in Q2 2026, closing a stake of 2 shares — an estimated $361 sold.

Beaird Harris Wealth Management first reported a position in EFX in Q4 2023 and held it in 6 quarters. The position peaked at $536 in Q1 2024. 94 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Beaird Harris Wealth Management reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 2 Equifax shares in Q2 2026, an estimated $361.
  • Beaird Harris Wealth Management first reported a position in Equifax in Q4 2023 and held it in 6 quarters.
  • Beaird Harris Wealth Management's Equifax position peaked at $536 in Q1 2024.
  • 94 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.