HWM
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HB Wealth Management’s Equifax EFX Stock Holding History

HB 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 		$3.84M Buy
21,322
+2,442
+13% +$485K 0.02% 299
2025
Q4 		$4.1M Sell
18,880
-556
-3% -$122K 0.03% 282
2025
Q3 		$4.99M Buy
19,436
+10,981
+130% +$2.76M 0.03% 253
2025
Q2 		$2.19M Sell
8,455
-10,545
-56% -$2.68M 0.02% 354
2025
Q1 		$4.63M Sell
19,000
-2,970
-14% -$747K 0.04% 242
2024
Q4 		$5.6M Buy
21,970
+5,066
+30% +$1.36M 0.06% 152
2024
Q3 		$4.97M Sell
16,904
-18
-0.1% -$5.08K 0.05% 159
2024
Q2 		$4.1M Buy
16,922
+165
+1% +$39.4K 0.05% 171
2024
Q1 		$4.48M Sell
16,757
-199
-1% -$50.6K 0.06% 161
2023
Q4 		$4.19M Buy
16,956
+809
+5% +$164K 0.06% 154
2023
Q3 		$2.96M Sell
16,147
-23
-0.1% -$4.7K 0.05% 165
2023
Q2 		$3.8M Sell
16,170
-375
-2% -$78.9K 0.06% 149
2023
Q1 		$3.36M Buy
16,545
+196
+1% +$40.8K 0.06% 149
2022
Q4 		$3.18M Buy
16,349
+10,701
+189% +$1.96M 0.06% 147
2022
Q3 		$968K Buy
5,648
+26
+0.5% +$5.09K 0.02% 259
2022
Q2 		$1.03M Buy
5,622
+118
+2% +$23.6K 0.02% 250
2022
Q1 		$1.3M Sell
5,504
-294
-5% -$69.3K 0.02% 233
2021
Q4 		$1.7M Buy
+5,798
New +$1.61M 0.03% 178

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

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

HB Wealth Management increased its Equifax (EFX) stake by 13% in Q1 2026, buying an estimated $485K and bringing the position to 21,322 shares worth $3.84M. The position accounts for 0.02% of the portfolio, ranked #299.

HB Wealth Management first reported a position in EFX in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.6M in Q4 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • HB Wealth Management held 21,322 shares of Equifax worth $3.84M as of Q1 2026.
  • HB Wealth Management bought 2,442 Equifax shares in Q1 2026, an estimated $485K.
  • Equifax made up 0.02% of HB Wealth Management's portfolio in Q1 2026, its #299 holding.
  • HB Wealth Management first reported a position in Equifax in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Equifax position peaked at $5.6M in Q4 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.