Envestnet Portfolio Solutions
EFX icon

Envestnet Portfolio Solutions’s Equifax EFX Stock Holding History

Envestnet Portfolio Solutions’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 		$341K Sell
2,146
-675
-24% -$115K ﹤0.01% 1123
2026
Q1 		$508K Sell
2,821
-4,021
-59% -$799K ﹤0.01% 893
2025
Q4 		$1.48M Sell
6,842
-37
-0.5% -$8.1K 0.01% 635
2025
Q3 		$1.76M Buy
6,879
+1,017
+17% +$256K 0.01% 559
2025
Q2 		$1.52M Sell
5,862
-469
-7% -$119K 0.01% 652
2025
Q1 		$1.54M Sell
6,331
-4,852
-43% -$1.22M 0.01% 668
2024
Q4 		$2.85M Buy
11,183
+611
+6% +$164K 0.01% 553
2024
Q3 		$3.11M Sell
10,572
-252
-2% -$71.1K 0.01% 520
2024
Q2 		$2.62M Sell
10,824
-3
-0% -$716 0.01% 562
2024
Q1 		$2.9M Buy
10,827
+809
+8% +$206K 0.01% 531
2023
Q4 		$2.48M Buy
10,018
+1,052
+12% +$213K 0.01% 530
2023
Q3 		$1.64M Buy
+8,966
New +$1.83M 0.01% 608

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

Envestnet Portfolio Solutions's EFX Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Equifax (EFX) stake by 24% in Q2 2026, selling an estimated $115K and leaving 2,146 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Envestnet Portfolio Solutions first reported a position in EFX in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.11M in Q3 2024. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Envestnet Portfolio Solutions held 2,146 shares of Equifax worth $341K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 675 Equifax shares in Q2 2026, an estimated $115K.
  • Equifax made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1123 holding.
  • Envestnet Portfolio Solutions first reported a position in Equifax in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Equifax position peaked at $3.11M in Q3 2024.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.