EPW
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Evolve Private Wealth’s Equifax EFX Stock Holding History

Evolve Private 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
Q1 		$557K Buy
3,092
+2,030
+191% +$403K 0.03% 528
2025
Q4 		$230K Buy
+1,062
New +$233K 0.01% 825

Other funds holding EFX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Evolve Private Wealth's EFX Position: Q1 2026 in Review

Evolve Private Wealth increased its Equifax (EFX) stake by 191% in Q1 2026, buying an estimated $403K and bringing the position to 3,092 shares worth $557K. The position accounts for 0.03% of the portfolio, ranked #528.

Evolve Private Wealth first reported a position in EFX in Q4 2025 and has held it in 2 quarters since. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Evolve Private Wealth held 3,092 shares of Equifax worth $557K as of Q1 2026.
  • Evolve Private Wealth bought 2,030 Equifax shares in Q1 2026, an estimated $403K.
  • Equifax made up 0.03% of Evolve Private Wealth's portfolio in Q1 2026, its #528 holding.
  • Evolve Private Wealth first reported a position in Equifax in Q4 2025 and has held it in 2 quarters since.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.