EP Wealth Advisors’s Equifax EFX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-914
Closed -$223K 1436
2025
Q1
$223K Sell
914
-2
-0.2% -$487 ﹤0.01% 1084
2024
Q4
$234K Buy
+916
New +$234K ﹤0.01% 992