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EP Wealth Advisors’s Equifax EFX Stock Holding History

EP Wealth Advisors’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 		$326K Sell
2,051
-1,134
-36% -$193K ﹤0.01% 1240
2026
Q1 		$573K Buy
3,185
+141
+5% +$28K ﹤0.01% 845
2025
Q4 		$660K Buy
+3,044
New +$667K ﹤0.01% 753
2025
Q2 		– Sell
-914
Closed -$223K – 1436
2025
Q1 		$223K Sell
914
-2
-0.2% -$503 ﹤0.01% 1084
2024
Q4 		$234K Buy
+916
New +$245K ﹤0.01% 992

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

EP Wealth Advisors's EFX Position: Q2 2026 in Review

EP Wealth Advisors reduced its Equifax (EFX) stake by 36% in Q2 2026, selling an estimated $193K and leaving 2,051 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

EP Wealth Advisors first reported a position in EFX in Q4 2024 and has held it in 5 quarters since. The position peaked at $660K in Q4 2025. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • EP Wealth Advisors held 2,051 shares of Equifax worth $326K as of Q2 2026.
  • EP Wealth Advisors sold 1,134 Equifax shares in Q2 2026, an estimated $193K.
  • Equifax made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1240 holding.
  • EP Wealth Advisors first reported a position in Equifax in Q4 2024 and has held it in 5 quarters since.
  • EP Wealth Advisors's Equifax position peaked at $660K in Q4 2025.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.