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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
Q2 		$854K Sell
5,380
-787
-13% -$134K 0.01% 1311
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 $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

Integrated Wealth Concepts's EFX Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Equifax (EFX) stake by 13% in Q2 2026, selling an estimated $134K and leaving 5,380 shares worth $854K. The position accounts for 0.01% of the portfolio, ranked #1311.

Integrated Wealth Concepts first reported a position in EFX in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.35M in Q1 2024. 837 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Integrated Wealth Concepts held 5,380 shares of Equifax worth $854K as of Q2 2026.
  • Integrated Wealth Concepts sold 787 Equifax shares in Q2 2026, an estimated $134K.
  • Equifax made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1311 holding.
  • Integrated Wealth Concepts first reported a position in Equifax in Q2 2021 and has held it in 16 quarters since.
  • Integrated Wealth Concepts's Equifax position peaked at $1.35M in Q1 2024.
  • 837 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.