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Kestra Private Wealth Services’s Equifax EFX Stock Holding History

Kestra Private Wealth Services’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 		$250K Sell
1,387
-47
-3% -$9.34K ﹤0.01% 1537
2025
Q4 		$311K Buy
+1,434
New +$314K ﹤0.01% 1404
2024
Q2 		– Sell
-785
Closed -$210K – 1365
2024
Q1 		$210K Buy
+785
New +$200K ﹤0.01% 1169
2022
Q1 		– Sell
-771
Closed -$226K – 1006
2021
Q4 		$226K Buy
+771
New +$215K 0.01% 861

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

Kestra Private Wealth Services's EFX Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Equifax (EFX) stake by 3.3% in Q1 2026, selling an estimated $9.34K and leaving 1,387 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

Kestra Private Wealth Services first reported a position in EFX in Q4 2021 and has held it in 4 quarters since. The position peaked at $311K in Q4 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Kestra Private Wealth Services held 1,387 shares of Equifax worth $250K as of Q1 2026.
  • Kestra Private Wealth Services sold 47 Equifax shares in Q1 2026, an estimated $9.34K.
  • Equifax made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1537 holding.
  • Kestra Private Wealth Services first reported a position in Equifax in Q4 2021 and has held it in 4 quarters since.
  • Kestra Private Wealth Services's Equifax position peaked at $311K in Q4 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.