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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Concord Wealth Partners's EFX Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Equifax (EFX) in Q2 2026: 5 shares worth $794. The stake represents ﹤0.01% of the portfolio and ranks #788 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in EFX as recently as Q4 2025.

Concord Wealth Partners first reported a position in EFX in Q1 2021 and has held it in 17 quarters since. The position peaked at $196K in Q4 2023. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Concord Wealth Partners held 5 shares of Equifax worth $794 as of Q2 2026.
Equifax was a new Concord Wealth Partners position in Q2 2026.
Equifax made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #788 holding.
Concord Wealth Partners first reported a position in Equifax in Q1 2021 and has held it in 17 quarters since.
Concord Wealth Partners's Equifax position peaked at $196K in Q4 2023.
835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.