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 Q2	$3.26M	Buy	20,550 +1,098	+6%	+$187K	﹤0.01%	1140
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Focus Partners Wealth's EFX Position: Q2 2026 in Review

Focus Partners Wealth increased its Equifax (EFX) stake by 5.6% in Q2 2026, buying an estimated $187K and bringing the position to 20,550 shares worth $3.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

Focus Partners Wealth first reported a position in EFX in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.5M in Q1 2026. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Focus Partners Wealth held 20,550 shares of Equifax worth $3.26M as of Q2 2026.
Focus Partners Wealth bought 1,098 Equifax shares in Q2 2026, an estimated $187K.
Equifax made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1140 holding.
Focus Partners Wealth first reported a position in Equifax in Q1 2024 and has held it in 10 quarters since.
Focus Partners Wealth's Equifax position peaked at $3.5M in Q1 2026.
835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

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