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Integrated Wealth Concepts’s Equifax EFX Stock Holding History

Integrated Wealth Concepts’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 		$1.11M Buy
+6,167
New +$1.22M 0.01% 1051
2025
Q4 		– Sell
-2,434
Closed -$624K – 1746
2025
Q3 		$624K Sell
2,434
-1,698
-41% -$427K 0.01% 1232
2025
Q2 		$1.07M Buy
4,132
+61
+1% +$15.5K 0.01% 887
2025
Q1 		$992K Buy
4,071
+12
+0.3% +$3.02K 0.01% 835
2024
Q4 		$1.03M Sell
4,059
-239
-6% -$64K 0.01% 790
2024
Q3 		$1.26M Sell
4,298
-170
-4% -$47.9K 0.02% 713
2024
Q2 		$1.08M Sell
4,468
-574
-11% -$137K 0.01% 726
2024
Q1 		$1.35M Buy
5,042
+1,419
+39% +$361K 0.02% 645
2023
Q4 		$896K Sell
3,623
-242
-6% -$49.1K 0.01% 767
2023
Q3 		$708K Sell
3,865
-2
-0.1% -$408 0.01% 834
2023
Q2 		$910K Buy
+3,867
New +$814K 0.02% 720
2022
Q2 		– Sell
-881
Closed -$209K – 1001
2022
Q1 		$209K Sell
881
-17
-2% -$4.01K 0.01% 868
2021
Q4 		$263K Buy
898
+1
+0.1% +$278 0.01% 833
2021
Q3 		$227K Sell
897
-25
-3% -$6.5K 0.01% 839
2021
Q2 		$221K Buy
+922
New +$206K 0.01% 741

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

Integrated Wealth Concepts's EFX Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Equifax (EFX) in Q1 2026: 6,167 shares worth $1.11M. The stake represents 0.01% of the portfolio and ranks #1051 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in EFX as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in EFX in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.35M in Q1 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Integrated Wealth Concepts held 6,167 shares of Equifax worth $1.11M as of Q1 2026.
  • Equifax was a new Integrated Wealth Concepts position in Q1 2026.
  • Equifax made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1051 holding.
  • Integrated Wealth Concepts first reported a position in Equifax in Q2 2021 and has held it in 15 quarters since.
  • Integrated Wealth Concepts's Equifax position peaked at $1.35M in Q1 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.