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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
Q2 		$594K Buy
3,743
+651
+21% +$111K 0.04% 449
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 $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 $3.38T AUM 44.17% 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

Evolve Private Wealth's EFX Position: Q2 2026 in Review

Evolve Private Wealth increased its Equifax (EFX) stake by 21% in Q2 2026, buying an estimated $111K and bringing the position to 3,743 shares worth $594K. The position accounts for 0.04% of the portfolio, ranked #449.

Evolve Private Wealth first reported a position in EFX in Q4 2025 and has held it in 3 quarters since. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Evolve Private Wealth held 3,743 shares of Equifax worth $594K as of Q2 2026.
  • Evolve Private Wealth bought 651 Equifax shares in Q2 2026, an estimated $111K.
  • Equifax made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #449 holding.
  • Evolve Private Wealth first reported a position in Equifax in Q4 2025 and has held it in 3 quarters since.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

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