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Dogwood Wealth Management’s Equifax EFX Stock Holding History

Dogwood 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 		– Sell
-7
Closed -$1.26K – 870
2026
Q1 		$1.26K Sell
7
-8
-53% -$1.59K ﹤0.01% 728
2025
Q4 		$3.25K Buy
15
+11
+275% +$2.41K ﹤0.01% 488
2025
Q3 		$1.03K Sell
4
-2
-33% -$503 ﹤0.01% 603
2025
Q2 		$1.58K Sell
6
-3
-33% -$763 ﹤0.01% 588
2025
Q1 		$2.19K Buy
+9
New +$2.26K ﹤0.01% 325
2024
Q3 		– Hold
0
– – – 356
2024
Q2 		– Hold
0
– – – 426
2024
Q1 		– Hold
0
– – – 420
2023
Q4 		– Hold
0
– – – 387

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

Dogwood Wealth Management's EFX Position: Q2 2026 in Review

Dogwood Wealth Management sold out of Equifax (EFX) in Q2 2026, closing a stake of 7 shares — an estimated $1.26K sold.

Dogwood Wealth Management first reported a position in EFX in Q1 2025 and held it in 5 quarters. The position peaked at $3.25K in Q4 2025. 833 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Dogwood Wealth Management reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 7 Equifax shares in Q2 2026, an estimated $1.26K.
  • Dogwood Wealth Management first reported a position in Equifax in Q1 2025 and held it in 5 quarters.
  • Dogwood Wealth Management's Equifax position peaked at $3.25K in Q4 2025.
  • 833 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.