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Cherry Tree Wealth Management’s Equifax EFX Stock Holding History

Cherry Tree 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
Q1 		$6.12K Hold
34
– – ﹤0.01% 470
2025
Q4 		$7.38K Hold
34
– – ﹤0.01% 457
2025
Q3 		$8.72K Hold
34
– – ﹤0.01% 422
2025
Q2 		$8.82K Hold
34
– – ﹤0.01% 424
2025
Q1 		$8.28K Hold
34
– – ﹤0.01% 455
2024
Q4 		$8.66K Hold
34
– – ﹤0.01% 432
2024
Q3 		$9.99K Hold
34
– – ﹤0.01% 415
2024
Q2 		$8.24K Hold
34
– – ﹤0.01% 418
2024
Q1 		$9.1K Hold
34
– – ﹤0.01% 387
2023
Q4 		$8.41K Hold
34
– – ﹤0.01% 374
2023
Q3 		$6.23K Sell
34
-1
-3% -$204 ﹤0.01% 385
2023
Q2 		$8.24K Buy
+35
New +$7.37K ﹤0.01% 352

Other funds holding EFX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Cherry Tree Wealth Management's EFX Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Equifax (EFX) position steady in Q1 2026 at 34 shares worth $6.12K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Cherry Tree Wealth Management first reported a position in EFX in Q2 2023 and has held it in 12 quarters since. The position peaked at $9.99K in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Cherry Tree Wealth Management held 34 shares of Equifax worth $6.12K as of Q1 2026.
  • Cherry Tree Wealth Management left its Equifax share count unchanged in Q1 2026.
  • Equifax made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #470 holding.
  • Cherry Tree Wealth Management first reported a position in Equifax in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Equifax position peaked at $9.99K in Q3 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.