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Legacy Wealth Management (Idaho)’s Equifax EFX Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-21
Closed -$3.78K – 407
2026
Q1 		$3.78K Buy
21
+8
+62% +$1.59K ﹤0.01% 673
2025
Q4 		$2.82K Buy
+13
New +$2.85K ﹤0.01% 624

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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 $3.38T AUM 44.17% 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

Legacy Wealth Management (Idaho)'s EFX Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Equifax (EFX) in Q2 2026, closing a stake of 21 shares — an estimated $3.78K sold.

Legacy Wealth Management (Idaho) first reported a position in EFX in Q4 2025 and held it in 2 quarters. The position peaked at $3.78K in Q1 2026. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 21 Equifax shares in Q2 2026, an estimated $3.78K.
  • Legacy Wealth Management (Idaho) first reported a position in Equifax in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Equifax position peaked at $3.78K in Q1 2026.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.