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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

High Note Wealth's EFX Position: Q1 2026 in Review

High Note Wealth reduced its Equifax (EFX) stake by 5.5% in Q1 2026, selling an estimated $1.59K and leaving 137 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

High Note Wealth first reported a position in EFX in Q4 2024 and has held it in 6 quarters since. The position peaked at $35.5K in Q2 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • High Note Wealth held 137 shares of Equifax worth $24.7K as of Q1 2026.
  • High Note Wealth sold 8 Equifax shares in Q1 2026, an estimated $1.59K.
  • Equifax made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #253 holding.
  • High Note Wealth first reported a position in Equifax in Q4 2024 and has held it in 6 quarters since.
  • High Note Wealth's Equifax position peaked at $35.5K in Q2 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.