EWM
EFX icon

Empirical Wealth Management’s Equifax EFX Stock Holding History

Empirical 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 		$224K Sell
1,413
-252
-15% -$43K ﹤0.01% 982
2026
Q1 		$300K Sell
1,665
-552
-25% -$110K 0.01% 791
2025
Q4 		$481K Buy
+2,217
New +$485K 0.01% 526

Other funds holding EFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Empirical Wealth Management reduced its Equifax (EFX) stake by 15% in Q2 2026, selling an estimated $43K and leaving 1,413 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Empirical Wealth Management first reported a position in EFX in Q4 2025 and has held it in 3 quarters since. The position peaked at $481K in Q4 2025. 532 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Empirical Wealth Management held 1,413 shares of Equifax worth $224K as of Q2 2026.
  • Empirical Wealth Management sold 252 Equifax shares in Q2 2026, an estimated $43K.
  • Equifax made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #982 holding.
  • Empirical Wealth Management first reported a position in Equifax in Q4 2025 and has held it in 3 quarters since.
  • Empirical Wealth Management's Equifax position peaked at $481K in Q4 2025.
  • 532 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.