Clark Wealth Partners
EFX icon

Clark Wealth Partners’s Equifax EFX Stock Holding History

Clark Wealth Partners’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
Q3 		– Sell
-6
Closed -$953 – 1066
2026
Q2 		$953 Sell
6
-10
-63% -$1.7K ﹤0.01% 491
2026
Q1 		$2.88K Buy
+16
New +$3.18K ﹤0.01% 412
2025
Q1 		– Sell
-6
Closed -$1.53K – 550
2024
Q4 		$1.53K Buy
+6
New +$1.61K ﹤0.01% 401

Other funds holding EFX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Clark Wealth Partners's EFX Position: Q3 2026 in Review

Clark Wealth Partners sold out of Equifax (EFX) in Q3 2026, closing a stake of 6 shares — an estimated $953 sold.

Clark Wealth Partners first reported a position in EFX in Q4 2024 and held it in 3 quarters. The position peaked at $2.88K in Q1 2026. 649 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

  • Clark Wealth Partners reported no remaining Equifax position as of Q3 2026 after selling out during the quarter.
  • Clark Wealth Partners sold 6 Equifax shares in Q3 2026, an estimated $953.
  • Clark Wealth Partners first reported a position in Equifax in Q4 2024 and held it in 3 quarters.
  • Clark Wealth Partners's Equifax position peaked at $2.88K in Q1 2026.
  • 649 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.