CWM
EFX icon

Congress Wealth Management’s Equifax EFX Stock Holding History

Congress 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
2025
Q2 		$587K Buy
2,264
+26
+1% +$6.61K 0.01% 869
2025
Q1 		$545K Buy
2,238
+238
+12% +$59.8K 0.01% 793
2024
Q4 		$510K Buy
+2,000
New +$536K 0.01% 635

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Congress Wealth Management's EFX Position: Q2 2025 in Review

Congress Wealth Management increased its Equifax (EFX) stake by 1.2% in Q2 2025, buying an estimated $6.61K and bringing the position to 2,264 shares worth $587K. The position accounts for 0.01% of the portfolio, ranked #869.

Congress Wealth Management first reported a position in EFX in Q4 2024 and has held it in 3 quarters since. 863 funds tracked by Wall St. Rank hold EFX as of Q2 2025.

  • Congress Wealth Management held 2,264 shares of Equifax worth $587K as of Q2 2025.
  • Congress Wealth Management bought 26 Equifax shares in Q2 2025, an estimated $6.61K.
  • Equifax made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #869 holding.
  • Congress Wealth Management first reported a position in Equifax in Q4 2024 and has held it in 3 quarters since.
  • 863 funds tracked by Wall St. Rank held Equifax as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.