Maridea Wealth Management’s Equifax EFX Stock Holding History

Maridea 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	–	Sell	-1,562	Closed	-$281K	–	559
2026 Q1	$281K	Buy	+1,562	New	+$310K	0.04%	362

Other funds holding EFX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Maridea Wealth Management sold out of Equifax (EFX) in Q2 2026, closing a stake of 1,562 shares — an estimated $281K sold.

Maridea Wealth Management first reported a position in EFX in Q1 2026 and held it in 1 quarter. The position peaked at $281K in Q1 2026. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Maridea Wealth Management reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
Maridea Wealth Management sold 1,562 Equifax shares in Q2 2026, an estimated $281K.
Maridea Wealth Management first reported a position in Equifax in Q1 2026 and held it in 1 quarter.
Maridea Wealth Management's Equifax position peaked at $281K in Q1 2026.
832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.