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Marks Group Wealth Management’s Equifax EFX Stock Holding History

Marks Group 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 		$1.87M Buy
11,776
+9,313
+378% +$1.59M 0.16% 141
2026
Q1 		$444K Buy
+2,463
New +$489K 0.04% 260

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

Marks Group Wealth Management's EFX Position: Q2 2026 in Review

Marks Group Wealth Management increased its Equifax (EFX) stake by 378% in Q2 2026, buying an estimated $1.59M and bringing the position to 11,776 shares worth $1.87M. The position accounts for 0.16% of the portfolio, ranked #141.

Marks Group Wealth Management first reported a position in EFX in Q1 2026 and has held it in 2 quarters since. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Marks Group Wealth Management held 11,776 shares of Equifax worth $1.87M as of Q2 2026.
  • Marks Group Wealth Management bought 9,313 Equifax shares in Q2 2026, an estimated $1.59M.
  • Equifax made up 0.16% of Marks Group Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Marks Group Wealth Management first reported a position in Equifax in Q1 2026 and has held it in 2 quarters since.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.