Curio Wealth’s Equifax EFX Stock Holding History

Curio 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	–	Sell	-2	Closed	-$360	–	392
2026 Q1	$360	Buy	+2	New	+$397	﹤0.01%	584

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

Curio Wealth's EFX Position: Q2 2026 in Review

Curio Wealth sold out of Equifax (EFX) in Q2 2026, closing a stake of 2 shares — an estimated $360 sold.

Curio Wealth first reported a position in EFX in Q1 2026 and held it in 1 quarter. The position peaked at $360 in Q1 2026. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Curio Wealth reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2 Equifax shares in Q2 2026, an estimated $360.
Curio Wealth first reported a position in Equifax in Q1 2026 and held it in 1 quarter.
Curio Wealth's Equifax position peaked at $360 in Q1 2026.
832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.