HWA
EFX icon

Heritage Wealth Advisors’s Equifax EFX Stock Holding History

Heritage Wealth Advisors’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 		$13K Hold
82
– – ﹤0.01% 495
2026
Q1 		$14.8K Buy
+82
New +$16.3K ﹤0.01% 482
2025
Q1 		– Sell
-20
Closed -$5.1K – 600
2024
Q4 		$5.1K Buy
20
+4
+25% +$1.07K ﹤0.01% 490
2024
Q3 		$4.7K Buy
+16
New +$4.51K ﹤0.01% 487
2020
Q1 		– Sell
-6
Closed -$841 – 478
2019
Q4 		$841 Buy
+6
New +$831 ﹤0.01% 684

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 $3.37T AUM 44.26% 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

Heritage Wealth Advisors's EFX Position: Q2 2026 in Review

Heritage Wealth Advisors held its Equifax (EFX) position steady in Q2 2026 at 82 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Heritage Wealth Advisors first reported a position in EFX in Q4 2019 and has held it in 5 quarters since. The position peaked at $14.8K in Q1 2026. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Heritage Wealth Advisors held 82 shares of Equifax worth $13K as of Q2 2026.
  • Heritage Wealth Advisors left its Equifax share count unchanged in Q2 2026.
  • Equifax made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #495 holding.
  • Heritage Wealth Advisors first reported a position in Equifax in Q4 2019 and has held it in 5 quarters since.
  • Heritage Wealth Advisors's Equifax position peaked at $14.8K in Q1 2026.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.