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 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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return

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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return