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Gibbs Wealth Management’s Equifax EFX Stock Holding History

Gibbs Wealth Management’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 		$554K Buy
3,074
+531
+21% +$105K 0.07% 263
2025
Q4 		$577K Sell
2,543
-394
-13% -$86.3K 0.14% 171
2025
Q3 		$753K Sell
2,937
-595
-17% -$150K 0.17% 145
2025
Q2 		$916K Buy
3,532
+509
+17% +$129K 0.18% 141
2025
Q1 		$736K Buy
3,023
+656
+28% +$165K 0.18% 132
2024
Q4 		$603K Buy
2,367
+359
+18% +$96.2K 0.16% 140
2024
Q3 		$590K Buy
2,008
+235
+13% +$66.3K 0.19% 123
2024
Q2 		$430K Buy
1,773
+605
+52% +$144K 0.17% 141
2024
Q1 		$312K Buy
+1,168
New +$297K 0.18% 135

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

Gibbs Wealth Management's EFX Position: Q1 2026 in Review

Gibbs Wealth Management increased its Equifax (EFX) stake by 21% in Q1 2026, buying an estimated $105K and bringing the position to 3,074 shares worth $554K. The position accounts for 0.07% of the portfolio, ranked #263.

Gibbs Wealth Management first reported a position in EFX in Q1 2024 and has held it in 9 quarters since. The position peaked at $916K in Q2 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Gibbs Wealth Management held 3,074 shares of Equifax worth $554K as of Q1 2026.
  • Gibbs Wealth Management bought 531 Equifax shares in Q1 2026, an estimated $105K.
  • Equifax made up 0.07% of Gibbs Wealth Management's portfolio in Q1 2026, its #263 holding.
  • Gibbs Wealth Management first reported a position in Equifax in Q1 2024 and has held it in 9 quarters since.
  • Gibbs Wealth Management's Equifax position peaked at $916K in Q2 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.