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BIP Wealth’s Equifax EFX Stock Holding History

BIP Wealth’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 		$239K Buy
1,505
+5
+0.3% +$852 0.01% 507
2026
Q1 		$270K Buy
1,500
+230
+18% +$45.7K 0.01% 394
2025
Q4 		$276K Buy
+1,270
New +$278K 0.01% 381

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
Capital International Investors
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BIP Wealth's EFX Position: Q2 2026 in Review

BIP Wealth increased its Equifax (EFX) stake by 0.33% in Q2 2026, buying an estimated $852 and bringing the position to 1,505 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #507.

BIP Wealth first reported a position in EFX in Q4 2025 and has held it in 3 quarters since. The position peaked at $276K in Q4 2025. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • BIP Wealth held 1,505 shares of Equifax worth $239K as of Q2 2026.
  • BIP Wealth bought 5 Equifax shares in Q2 2026, an estimated $852.
  • Equifax made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #507 holding.
  • BIP Wealth first reported a position in Equifax in Q4 2025 and has held it in 3 quarters since.
  • BIP Wealth's Equifax position peaked at $276K in Q4 2025.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.