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High Note Wealth’s Equifax EFX Stock Holding History

High Note Wealth’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 		$21.7K Hold
137
– – ﹤0.01% 283
2026
Q1 		$24.7K Sell
137
-8
-6% -$1.59K ﹤0.01% 253
2025
Q4 		$31.5K Buy
145
+8
+6% +$1.75K 0.01% 230
2025
Q3 		$35.1K Hold
137
– – 0.01% 203
2025
Q2 		$35.5K Hold
137
– – 0.01% 201
2025
Q1 		$33.4K Hold
137
– – 0.01% 199
2024
Q4 		$34.9K Buy
+137
New +$36.7K 0.01% 195

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

High Note Wealth's EFX Position: Q2 2026 in Review

High Note Wealth held its Equifax (EFX) position steady in Q2 2026 at 137 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

High Note Wealth first reported a position in EFX in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.5K in Q2 2025. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • High Note Wealth held 137 shares of Equifax worth $21.7K as of Q2 2026.
  • High Note Wealth left its Equifax share count unchanged in Q2 2026.
  • Equifax made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #283 holding.
  • High Note Wealth first reported a position in Equifax in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's Equifax position peaked at $35.5K in Q2 2025.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.