Focus Partners Wealth
EFX icon

Focus Partners Wealth’s Equifax EFX Stock Holding History

Focus Partners 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 		$3.5M Buy
19,452
+5,720
+42% +$1.14M ﹤0.01% 1073
2025
Q4 		$3.1M Buy
13,732
+8,179
+147% +$1.79M ﹤0.01% 1142
2025
Q3 		$1.27M Buy
5,553
+659
+13% +$166K ﹤0.01% 1193
2025
Q2 		$1.27M Buy
4,894
+209
+4% +$53.2K ﹤0.01% 1044
2025
Q1 		$1.14M Sell
4,685
-72
-2% -$18.1K ﹤0.01% 1018
2024
Q4 		$1.21M Buy
4,757
+1,310
+38% +$351K ﹤0.01% 997
2024
Q3 		$1.01M Buy
3,447
+401
+13% +$113K ﹤0.01% 942
2024
Q2 		$763K Buy
3,046
+1,788
+142% +$427K ﹤0.01% 854
2024
Q1 		$337K Buy
+1,258
New +$320K ﹤0.01% 805

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

Focus Partners Wealth's EFX Position: Q1 2026 in Review

Focus Partners Wealth increased its Equifax (EFX) stake by 42% in Q1 2026, buying an estimated $1.14M and bringing the position to 19,452 shares worth $3.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Focus Partners Wealth first reported a position in EFX in Q1 2024 and has held it in 9 quarters since. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Focus Partners Wealth held 19,452 shares of Equifax worth $3.5M as of Q1 2026.
  • Focus Partners Wealth bought 5,720 Equifax shares in Q1 2026, an estimated $1.14M.
  • Equifax made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1073 holding.
  • Focus Partners Wealth first reported a position in Equifax in Q1 2024 and has held it in 9 quarters since.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.