EWA
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EverSource Wealth Advisors’s Equifax EFX Stock Holding History

EverSource 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 		$387K Sell
2,436
-236
-9% -$40.2K 0.01% 682
2026
Q1 		$481K Buy
2,672
+998
+60% +$198K 0.01% 617
2025
Q4 		$363K Buy
1,674
+92
+6% +$20.1K 0.01% 667
2025
Q3 		$406K Sell
1,582
-148
-9% -$37.2K 0.02% 584
2025
Q2 		$449K Sell
1,730
-398
-19% -$101K 0.02% 499
2025
Q1 		$518K Sell
2,128
-387
-15% -$97.3K 0.03% 379
2024
Q4 		$641K Buy
2,515
+646
+35% +$173K 0.04% 318
2024
Q3 		$549K Buy
1,869
+47
+3% +$13.3K 0.03% 307
2024
Q2 		$509K Buy
1,822
+31
+2% +$7.39K 0.03% 310
2024
Q1 		$394K Buy
1,791
+240
+15% +$61.1K 0.03% 322
2023
Q4 		$384K Buy
1,551
+30
+2% +$6.08K 0.04% 289
2023
Q3 		$278K Sell
1,521
-73
-5% -$14.9K 0.03% 323
2023
Q2 		$375K Sell
1,594
-5
-0.3% -$1.05K 0.04% 270
2023
Q1 		$324K Buy
1,599
+40
+3% +$8.33K 0.04% 283
2022
Q4 		$303K Sell
1,559
-1,178
-43% -$215K 0.05% 280
2022
Q3 		$469K Sell
2,737
-336
-11% -$65.8K 0.11% 183
2022
Q2 		$561K Buy
3,073
+45
+1% +$9.01K 0.14% 133
2022
Q1 		$718K Buy
3,028
+1,594
+111% +$376K 0.18% 110
2021
Q4 		$420K Buy
+1,434
New +$399K 0.12% 137

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

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

EverSource Wealth Advisors reduced its Equifax (EFX) stake by 8.8% in Q2 2026, selling an estimated $40.2K and leaving 2,436 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #682.

EverSource Wealth Advisors first reported a position in EFX in Q4 2021 and has held it in 19 quarters since. The position peaked at $718K in Q1 2022. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • EverSource Wealth Advisors held 2,436 shares of Equifax worth $387K as of Q2 2026.
  • EverSource Wealth Advisors sold 236 Equifax shares in Q2 2026, an estimated $40.2K.
  • Equifax made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #682 holding.
  • EverSource Wealth Advisors first reported a position in Equifax in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Equifax position peaked at $718K in Q1 2022.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.