LWM
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Lodestone Wealth Management’s Equifax EFX Stock Holding History

Lodestone Wealth Management’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 		$21.1K Sell
133
-14
-10% -$2.39K 0.01% 412
2026
Q1 		$26.5K Buy
147
+13
+10% +$2.58K 0.01% 372
2025
Q4 		$29.1K Buy
+134
New +$29.3K 0.01% 355

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

Lodestone Wealth Management's EFX Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Equifax (EFX) stake by 9.5% in Q2 2026, selling an estimated $2.39K and leaving 133 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #412.

Lodestone Wealth Management first reported a position in EFX in Q4 2025 and has held it in 3 quarters since. The position peaked at $29.1K in Q4 2025. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Lodestone Wealth Management held 133 shares of Equifax worth $21.1K as of Q2 2026.
  • Lodestone Wealth Management sold 14 Equifax shares in Q2 2026, an estimated $2.39K.
  • Equifax made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #412 holding.
  • Lodestone Wealth Management first reported a position in Equifax in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Equifax position peaked at $29.1K in Q4 2025.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.