Corient Private Wealth
EFX icon

Corient Private Wealth’s Equifax EFX Stock Holding History

Corient Private Wealth’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 		$2.88M Sell
18,132
-4,803
-21% -$819K ﹤0.01% 1151
2026
Q1 		$4.17M Sell
22,935
-120,627
-84% -$24M 0.01% 921
2025
Q4 		$11M Buy
143,562
+123,571
+618% +$27.1M 0.01% 745
2025
Q3 		$5.13M Sell
19,991
-2,550
-11% -$641K 0.01% 702
2025
Q2 		$5.85M Sell
22,541
-618
-3% -$157K 0.01% 658
2025
Q1 		$5.64M Buy
23,159
+2,540
+12% +$638K 0.01% 657
2024
Q4 		$5.26M Sell
20,619
-165
-0.8% -$44.2K 0.01% 679
2024
Q3 		$6.11M Sell
20,784
-298
-1% -$84K 0.01% 693
2024
Q2 		$5.11M Sell
21,082
-1,524
-7% -$364K 0.01% 705
2024
Q1 		$6.05M Buy
22,606
+412
+2% +$105K 0.01% 665
2023
Q4 		$5.49M Buy
22,194
+1,593
+8% +$323K 0.01% 678
2023
Q3 		$3.77M Buy
20,601
+3,200
+18% +$653K 0.01% 705
2023
Q2 		$4.09M Buy
17,401
+237
+1% +$49.9K 0.01% 686
2023
Q1 		$3.48M Buy
17,164
+2,193
+15% +$456K 0.01% 689
2022
Q4 		$2.91M Buy
+14,971
New +$2.74M 0.01% 618

Other funds holding EFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Corient Private Wealth's EFX Position: Q2 2026 in Review

Corient Private Wealth reduced its Equifax (EFX) stake by 21% in Q2 2026, selling an estimated $819K and leaving 18,132 shares worth $2.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Corient Private Wealth first reported a position in EFX in Q4 2022 and has held it in 15 quarters since. The position peaked at $11M in Q4 2025. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Corient Private Wealth held 18,132 shares of Equifax worth $2.88M as of Q2 2026.
  • Corient Private Wealth sold 4,803 Equifax shares in Q2 2026, an estimated $819K.
  • Equifax made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1151 holding.
  • Corient Private Wealth first reported a position in Equifax in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Equifax position peaked at $11M in Q4 2025.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.