BWL
EFX icon

Bogart Wealth LLC’s Equifax EFX Stock Holding History

Bogart Wealth LLC’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
-2
-17% -$341 ﹤0.01% 1518
2026
Q1 		$2.16K Buy
12
+6
+100% +$1.19K ﹤0.01% 1259
2025
Q4 		$1.3K Sell
6
-4
-40% -$876 ﹤0.01% 1259
2025
Q3 		$2.56K Sell
10
-2
-17% -$503 ﹤0.01% 1106
2025
Q2 		$3.11K Hold
12
– – ﹤0.01% 1031
2025
Q1 		$2.92K Buy
12
+2
+20% +$503 ﹤0.01% 1012
2024
Q4 		$2.55K Buy
+10
New +$2.68K ﹤0.01% 1050
2022
Q4 		– Sell
-41
Closed -$7K – 1094
2022
Q3 		$7K Buy
+41
New +$8.03K ﹤0.01% 625

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

Bogart Wealth LLC's EFX Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Equifax (EFX) stake by 17% in Q2 2026, selling an estimated $341 and leaving 10 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Bogart Wealth LLC first reported a position in EFX in Q3 2022 and has held it in 8 quarters since. The position peaked at $7K in Q3 2022. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Bogart Wealth LLC held 10 shares of Equifax worth $1.59K as of Q2 2026.
  • Bogart Wealth LLC sold 2 Equifax shares in Q2 2026, an estimated $341.
  • Equifax made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1518 holding.
  • Bogart Wealth LLC first reported a position in Equifax in Q3 2022 and has held it in 8 quarters since.
  • Bogart Wealth LLC's Equifax position peaked at $7K in Q3 2022.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.