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 Q2	$607K	Buy	3,823 +10	+0.3%	+$1.7K	0.1%	75
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 $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 $3.38T AUM 44.17% 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

Correct Capital Wealth Management's EFX Position: Q2 2026 in Review

Correct Capital Wealth Management increased its Equifax (EFX) stake by 0.26% in Q2 2026, buying an estimated $1.7K and bringing the position to 3,823 shares worth $607K. The position accounts for 0.1% of the portfolio, ranked #75.

Correct Capital Wealth Management first reported a position in EFX in Q4 2023 and has held it in 11 quarters since. The position peaked at $687K in Q1 2026. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Correct Capital Wealth Management held 3,823 shares of Equifax worth $607K as of Q2 2026.
Correct Capital Wealth Management bought 10 Equifax shares in Q2 2026, an estimated $1.7K.
Equifax made up 0.1% of Correct Capital Wealth Management's portfolio in Q2 2026, its #75 holding.
Correct Capital Wealth Management first reported a position in Equifax in Q4 2023 and has held it in 11 quarters since.
Correct Capital Wealth Management's Equifax position peaked at $687K in Q1 2026.
838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Correct Capital Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.