Institute for Wealth Management’s Equifax EFX Stock Holding History

Institute for 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
2026 Q2	$115K	Buy	+724	New	+$123K	0.01%	653
2024 Q4	–	Sell	-760	Closed	-$223K	–	529
2024 Q3	$223K	Buy	+760	New	+$214K	0.03%	492
2024 Q2	–	Sell	-749	Closed	-$200K	–	508
2024 Q1	$200K	Buy	+749	New	+$191K	0.03%	490
2022 Q1	–	Sell	-795	Closed	-$233K	–	548
2021 Q4	$233K	Hold	795	–	–	0.04%	437
2021 Q3	$201K	Buy	+795	New	+$207K	0.04%	462

Other funds holding EFX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Institute for Wealth Management's EFX Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Equifax (EFX) in Q2 2026: 724 shares worth $115K. The stake represents 0.01% of the portfolio and ranks #653 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in EFX as recently as Q3 2024.

Institute for Wealth Management first reported a position in EFX in Q3 2021 and has held it in 5 quarters since. The position peaked at $233K in Q4 2021. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Institute for Wealth Management held 724 shares of Equifax worth $115K as of Q2 2026.
Equifax was a new Institute for Wealth Management position in Q2 2026.
Equifax made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #653 holding.
Institute for Wealth Management first reported a position in Equifax in Q3 2021 and has held it in 5 quarters since.
Institute for Wealth Management's Equifax position peaked at $233K in Q4 2021.
838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.