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Destiny Wealth Partners’s Equifax EFX Stock Holding History

Destiny Wealth Partners’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 		$27K Buy
+150
New +$29.8K ﹤0.01% 587
2021
Q3 		– Sell
-20,467
Closed -$4.9M – 516
2021
Q2 		$4.9M Buy
+20,467
New +$4.57M 0.94% 46

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Harris Associates
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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Massachusetts Financial Services
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Destiny Wealth Partners's EFX Position: Q1 2026 in Review

Destiny Wealth Partners opened a new position in Equifax (EFX) in Q1 2026: 150 shares worth $27K. The stake represents ﹤0.01% of the portfolio and ranks #587 among its holdings. This is a return to the name: Destiny Wealth Partners previously reported a position in EFX as recently as Q2 2021.

Destiny Wealth Partners first reported a position in EFX in Q2 2021 and has held it in 2 quarters since. The position peaked at $4.9M in Q2 2021. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Destiny Wealth Partners held 150 shares of Equifax worth $27K as of Q1 2026.
  • Equifax was a new Destiny Wealth Partners position in Q1 2026.
  • Equifax made up ﹤0.01% of Destiny Wealth Partners's portfolio in Q1 2026, its #587 holding.
  • Destiny Wealth Partners first reported a position in Equifax in Q2 2021 and has held it in 2 quarters since.
  • Destiny Wealth Partners's Equifax position peaked at $4.9M in Q2 2021.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.