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Cassaday & Co Wealth Management’s Equifax EFX Stock Holding History

Cassaday & Co 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 		$13.3K Sell
84
-1
-1% -$170 ﹤0.01% 835
2026
Q1 		$15.3K Buy
+85
New +$16.9K ﹤0.01% 815

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

Cassaday & Co Wealth Management's EFX Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Equifax (EFX) stake by 1.2% in Q2 2026, selling an estimated $170 and leaving 84 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Cassaday & Co Wealth Management first reported a position in EFX in Q1 2026 and has held it in 2 quarters since. The position peaked at $15.3K in Q1 2026. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Cassaday & Co Wealth Management held 84 shares of Equifax worth $13.3K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 1 Equifax share in Q2 2026, an estimated $170.
  • Equifax made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #835 holding.
  • Cassaday & Co Wealth Management first reported a position in Equifax in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Equifax position peaked at $15.3K in Q1 2026.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.