Correct Capital Wealth Management’s Equifax EFX Stock Holding History

Correct Capital 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
2026 Q1	$687K	Buy	3,813 +2,062	+118%	+$410K	0.13%	67
2025 Q4	$380K	Hold	1,751	–	–	0.07%	81
2025 Q3	$449K	Hold	1,751	–	–	0.07%	90
2025 Q2	$454K	Hold	1,751	–	–	0.07%	89
2025 Q1	$426K	Hold	1,751	–	–	0.07%	86
2024 Q4	$446K	Hold	1,751	–	–	0.09%	87
2024 Q3	$515K	Hold	1,751	–	–	0.11%	74
2024 Q2	$425K	Hold	1,751	–	–	0.1%	86
2024 Q1	$468K	Hold	1,751	–	–	0.11%	83
2023 Q4	$433K	Buy	+1,751	New	+$355K	0.11%	84

Other funds holding EFX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Correct Capital Wealth Management's EFX Position: Q1 2026 in Review

Correct Capital Wealth Management increased its Equifax (EFX) stake by 118% in Q1 2026, buying an estimated $410K and bringing the position to 3,813 shares worth $687K. The position accounts for 0.13% of the portfolio, ranked #67.

Correct Capital Wealth Management first reported a position in EFX in Q4 2023 and has held it in 10 quarters since. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Correct Capital Wealth Management held 3,813 shares of Equifax worth $687K as of Q1 2026.
Correct Capital Wealth Management bought 2,062 Equifax shares in Q1 2026, an estimated $410K.
Equifax made up 0.13% of Correct Capital Wealth Management's portfolio in Q1 2026, its #67 holding.
Correct Capital Wealth Management first reported a position in Equifax in Q4 2023 and has held it in 10 quarters since.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Correct Capital Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.