HWM
EFX icon

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
Q2 		$3.32M Sell
20,888
-434
-2% -$74K 0.02% 356
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 $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

HB Wealth Management's EFX Position: Q2 2026 in Review

HB Wealth Management reduced its Equifax (EFX) stake by 2% in Q2 2026, selling an estimated $74K and leaving 20,888 shares worth $3.32M. The position accounts for 0.02% of the portfolio, ranked #356.

HB Wealth Management first reported a position in EFX in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.6M in Q4 2024. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • HB Wealth Management held 20,888 shares of Equifax worth $3.32M as of Q2 2026.
  • HB Wealth Management sold 434 Equifax shares in Q2 2026, an estimated $74K.
  • Equifax made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #356 holding.
  • HB Wealth Management first reported a position in Equifax in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Equifax position peaked at $5.6M in Q4 2024.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.