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HHM Wealth Advisors’s Equifax EFX Stock Holding History

HHM 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
2025
Q2 		– Sell
-83
Closed -$20.2K – 882
2025
Q1 		$20.2K Sell
83
-7
-8% -$1.76K ﹤0.01% 502
2024
Q4 		$22.9K Buy
90
+7
+8% +$1.88K ﹤0.01% 479
2024
Q3 		$24.4K Hold
83
– – ﹤0.01% 438
2024
Q2 		$20.1K Hold
83
– – ﹤0.01% 447
2024
Q1 		$22.2K Hold
83
– – ﹤0.01% 396
2023
Q4 		$20.5K Hold
83
– – ﹤0.01% 407
2023
Q3 		$15.2K Buy
+83
New +$16.9K ﹤0.01% 442
2022
Q3 		– Sell
-22
Closed -$4K – 681
2022
Q2 		$4K Buy
+22
New +$4.4K ﹤0.01% 668

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 $3.38T AUM 44.17% 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

HHM Wealth Advisors's EFX Position: Q2 2025 in Review

HHM Wealth Advisors sold out of Equifax (EFX) in Q2 2025, closing a stake of 83 shares — an estimated $20.2K sold.

HHM Wealth Advisors first reported a position in EFX in Q2 2022 and held it in 8 quarters. The position peaked at $24.4K in Q3 2024. 863 funds tracked by Wall St. Rank hold EFX as of Q2 2025.

  • HHM Wealth Advisors reported no remaining Equifax position as of Q2 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 83 Equifax shares in Q2 2025, an estimated $20.2K.
  • HHM Wealth Advisors first reported a position in Equifax in Q2 2022 and held it in 8 quarters.
  • HHM Wealth Advisors's Equifax position peaked at $24.4K in Q3 2024.
  • 863 funds tracked by Wall St. Rank held Equifax as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.