HWM
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Hemington Wealth Management’s Equifax EFX Stock Holding History

Hemington 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
2025
Q3 		$32K Buy
126
+17
+16% +$4.27K ﹤0.01% 483
2025
Q2 		$28K Buy
109
+15
+16% +$3.81K ﹤0.01% 496
2025
Q1 		$22K Buy
94
+12
+15% +$3.02K ﹤0.01% 552
2024
Q4 		$20K Buy
82
+16
+24% +$4.29K 0.01% 548
2024
Q3 		$17K Buy
+66
New +$18.6K ﹤0.01% 553

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Hemington Wealth Management's EFX Position: Q3 2025 in Review

Hemington Wealth Management increased its Equifax (EFX) stake by 16% in Q3 2025, buying an estimated $4.27K and bringing the position to 126 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Hemington Wealth Management first reported a position in EFX in Q3 2024 and has held it in 5 quarters since. 857 funds tracked by Wall St. Rank hold EFX as of Q3 2025.

  • Hemington Wealth Management held 126 shares of Equifax worth $32K as of Q3 2025.
  • Hemington Wealth Management bought 17 Equifax shares in Q3 2025, an estimated $4.27K.
  • Equifax made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #483 holding.
  • Hemington Wealth Management first reported a position in Equifax in Q3 2024 and has held it in 5 quarters since.
  • 857 funds tracked by Wall St. Rank held Equifax as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.