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Dynasty Wealth Management’s Equifax EFX Stock Holding History

Dynasty 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 		– Sell
-3,510
Closed -$762K – 352
2025
Q4 		$762K Sell
3,510
-211
-6% -$46.2K 0.01% 206
2025
Q3 		$955K Sell
3,721
-649
-15% -$163K 0.01% 168
2025
Q2 		$1.13M Sell
4,370
-372
-8% -$94.6K 0.02% 124
2025
Q1 		$1.15M Buy
4,742
+119
+3% +$29.9K 0.02% 134
2024
Q4 		$1.18M Sell
4,623
-6
-0.1% -$1.61K 0.02% 131
2024
Q3 		$1.36M Sell
4,629
-1,024
-18% -$289K 0.04% 107
2024
Q2 		$1.37M Sell
5,653
-113
-2% -$27K 0.04% 104
2024
Q1 		$1.54M Buy
+5,766
New +$1.47M 0.05% 84

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Dynasty Wealth Management's EFX Position: Q1 2026 in Review

Dynasty Wealth Management sold out of Equifax (EFX) in Q1 2026, closing a stake of 3,510 shares — an estimated $762K sold.

Dynasty Wealth Management first reported a position in EFX in Q1 2024 and held it in 8 quarters. The position peaked at $1.54M in Q1 2024. 874 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Dynasty Wealth Management reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
  • Dynasty Wealth Management sold 3,510 Equifax shares in Q1 2026, an estimated $762K.
  • Dynasty Wealth Management first reported a position in Equifax in Q1 2024 and held it in 8 quarters.
  • Dynasty Wealth Management's Equifax position peaked at $1.54M in Q1 2024.
  • 874 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.