Concord Wealth Partners’s Equifax EFX Stock Holding History

Concord 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	-5	Closed	-$794	–	835
2026 Q2	$794	Buy	+5	New	+$852	﹤0.01%	788
2026 Q1	–	Sell	-16	Closed	-$3.47K	–	354
2025 Q4	$3.47K	Hold	16	–	–	﹤0.01%	659
2025 Q3	$4.1K	Hold	16	–	–	﹤0.01%	649
2025 Q2	$4.15K	Hold	16	–	–	﹤0.01%	652
2025 Q1	$3.9K	Hold	16	–	–	﹤0.01%	619
2024 Q4	$4.08K	Hold	16	–	–	﹤0.01%	629
2024 Q3	$4.7K	Hold	16	–	–	﹤0.01%	646
2024 Q2	$3.88K	Hold	16	–	–	﹤0.01%	600
2024 Q1	$4.28K	Sell	16 -777	-98%	-$198K	﹤0.01%	675
2023 Q4	$196K	Buy	793 +64	+9%	+$13K	0.04%	196
2023 Q3	$134K	Buy	+729	New	+$149K	0.03%	247
2023 Q2	–	Sell	-147	Closed	-$29.8K	–	1045
2023 Q1	$29.8K	Hold	147	–	–	0.01%	426
2022 Q4	$28.6K	Buy	+147	New	+$26.9K	0.01%	475
2022 Q3	–	Sell	-147	Closed	-$27K	–	422
2022 Q2	$27K	Hold	147	–	–	0.01%	478
2022 Q1	$35K	Hold	147	–	–	0.01%	496
2021 Q4	$43K	Buy	+147	New	+$40.9K	0.01%	477
2021 Q2	–	Sell	-3	Closed	-$1K	–	1063
2021 Q1	$1K	Buy	+3	New	+$530	﹤0.01%	901

Other funds holding EFX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Concord Wealth Partners sold out of Equifax (EFX) in Q3 2026, closing a stake of 5 shares — an estimated $794 sold.

Concord Wealth Partners first reported a position in EFX in Q1 2021 and held it in 17 quarters. The position peaked at $196K in Q4 2023. 463 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

Concord Wealth Partners reported no remaining Equifax position as of Q3 2026 after selling out during the quarter.
Concord Wealth Partners sold 5 Equifax shares in Q3 2026, an estimated $794.
Concord Wealth Partners first reported a position in Equifax in Q1 2021 and held it in 17 quarters.
Concord Wealth Partners's Equifax position peaked at $196K in Q4 2023.
463 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.