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Linscomb Wealth’s Equifax EFX Stock Holding History

Linscomb Wealth’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 		– Sell
-9,100
Closed -$1.97M – 343
2025
Q4 		$1.97M Buy
9,100
+294
+3% +$64.4K 0.08% 145
2025
Q3 		$2.26M Buy
8,806
+971
+12% +$244K 0.1% 142
2025
Q2 		$2.03M Buy
7,835
+794
+11% +$202K 0.09% 145
2025
Q1 		$1.71M Buy
7,041
+1,165
+20% +$293K 0.09% 147
2024
Q4 		$1.5M Buy
5,876
+483
+9% +$129K 0.07% 152
2024
Q3 		$1.58M Buy
5,393
+194
+4% +$54.7K 0.08% 144
2024
Q2 		$1.26M Buy
5,199
+345
+7% +$82.3K 0.07% 147
2024
Q1 		$1.3M Buy
4,854
+757
+18% +$193K 0.07% 145
2023
Q4 		$1.01M Buy
4,097
+359
+10% +$72.8K 0.06% 162
2023
Q3 		$685K Buy
3,738
+561
+18% +$115K 0.04% 181
2023
Q2 		$748K Buy
3,177
+358
+13% +$75.3K 0.04% 178
2023
Q1 		$572K Sell
2,819
-245
-8% -$51K 0.03% 203
2022
Q4 		$596K Buy
3,064
+488
+19% +$89.2K 0.03% 216
2022
Q3 		$442K Buy
2,576
+16
+0.6% +$3.13K 0.03% 209
2022
Q2 		$468K Buy
2,560
+29
+1% +$5.8K 0.03% 212
2022
Q1 		$600K Buy
+2,531
New +$596K 0.03% 221

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

Linscomb Wealth's EFX Position: Q1 2026 in Review

Linscomb Wealth sold out of Equifax (EFX) in Q1 2026, closing a stake of 9,100 shares — an estimated $1.97M sold.

Linscomb Wealth first reported a position in EFX in Q1 2022 and held it in 16 quarters. The position peaked at $2.26M in Q3 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Linscomb Wealth reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
  • Linscomb Wealth sold 9,100 Equifax shares in Q1 2026, an estimated $1.97M.
  • Linscomb Wealth first reported a position in Equifax in Q1 2022 and held it in 16 quarters.
  • Linscomb Wealth's Equifax position peaked at $2.26M in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.