EW
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Evoke Wealth’s Equifax EFX Stock Holding History

Evoke Wealth’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 		– Sell
-13,501
Closed -$2.43M – 192
2026
Q1 		$2.43M Buy
13,501
+1,564
+13% +$311K 0.04% 161
2025
Q4 		$2.59M Sell
11,937
-11
-0.1% -$2.41K 0.05% 150
2025
Q3 		$3.07M Buy
11,948
+214
+2% +$53.8K 0.06% 122
2025
Q2 		$3.04M Buy
11,734
+26
+0.2% +$6.61K 0.07% 112
2025
Q1 		$2.85M Buy
11,708
+137
+1% +$34.4K 0.07% 106
2024
Q4 		$2.95M Buy
11,571
+213
+2% +$57.1K 0.08% 102
2024
Q3 		$3.34M Buy
+11,358
New +$3.2M 0.09% 93
2024
Q2 		– Sell
-6,054
Closed -$1.62M – 189
2024
Q1 		$1.62M Buy
+6,054
New +$1.54M 0.05% 132
2022
Q4 		– Sell
-49
Closed -$8K – 601
2022
Q3 		$8K Sell
49
-24
-33% -$4.7K ﹤0.01% 792
2022
Q2 		$13K Buy
73
+10
+16% +$2K ﹤0.01% 728
2022
Q1 		$15K Buy
63
+17
+37% +$4.01K ﹤0.01% 701
2021
Q4 		$13K Hold
46
– – ﹤0.01% 744
2021
Q3 		$11K Sell
46
-15
-25% -$3.9K ﹤0.01% 728
2021
Q2 		$15K Buy
61
+9
+17% +$2.01K ﹤0.01% 694
2021
Q1 		$9K Hold
52
– – ﹤0.01% 702
2020
Q4 		$10K Hold
52
– – ﹤0.01% 593
2020
Q3 		$8K Hold
52
– – ﹤0.01% 591
2020
Q2 		$9K Buy
52
+11
+27% +$1.63K ﹤0.01% 562
2020
Q1 		$4.9K Sell
41
-30
-42% -$4.36K ﹤0.01% 610
2019
Q4 		$9.95K Hold
71
– – ﹤0.01% 747
2019
Q3 		$9.99K Buy
+71
New +$10K ﹤0.01% 822

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

Evoke Wealth's EFX Position: Q2 2026 in Review

Evoke Wealth sold out of Equifax (EFX) in Q2 2026, closing a stake of 13,501 shares — an estimated $2.43M sold.

Evoke Wealth first reported a position in EFX in Q3 2019 and held it in 21 quarters. The position peaked at $3.34M in Q3 2024. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Evoke Wealth reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 13,501 Equifax shares in Q2 2026, an estimated $2.43M.
  • Evoke Wealth first reported a position in Equifax in Q3 2019 and held it in 21 quarters.
  • Evoke Wealth's Equifax position peaked at $3.34M in Q3 2024.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.