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BOK Financial Private Wealth’s Equifax EFX Stock Holding History

BOK Financial Private 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 		$2.86K Buy
+18
New +$3.07K ﹤0.01% 580
2025
Q1 		– Sell
-3
Closed -$765 – 535
2024
Q4 		$765 Buy
+3
New +$804 ﹤0.01% 535

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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 $3.38T AUM 44.17% 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

BOK Financial Private Wealth's EFX Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Equifax (EFX) in Q2 2026: 18 shares worth $2.86K. The stake represents ﹤0.01% of the portfolio and ranks #580 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in EFX as recently as Q4 2024.

BOK Financial Private Wealth first reported a position in EFX in Q4 2024 and has held it in 2 quarters since. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • BOK Financial Private Wealth held 18 shares of Equifax worth $2.86K as of Q2 2026.
  • Equifax was a new BOK Financial Private Wealth position in Q2 2026.
  • Equifax made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #580 holding.
  • BOK Financial Private Wealth first reported a position in Equifax in Q4 2024 and has held it in 2 quarters since.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.