McCarter Private Wealth Services’s Equifax EFX Stock Holding History

McCarter Private Wealth Services’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	$714K	Sell	4,500 -1,000	-18%	-$170K	0.25%	91
2026 Q1	$990K	Sell	5,500 -300	-5%	-$59.6K	0.43%	61
2025 Q4	$1.26M	Hold	5,800	–	–	0.57%	47
2025 Q3	$1.49M	Hold	5,800	–	–	0.76%	36
2025 Q2	$1.5M	Hold	5,800	–	–	0.86%	34
2025 Q1	$1.41M	Hold	5,800	–	–	0.93%	32
2024 Q4	$1.48M	Hold	5,800	–	–	0.94%	30
2024 Q3	$1.7M	Buy	+5,800	New	+$1.64M	1.08%	29

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

McCarter Private Wealth Services's EFX Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Equifax (EFX) stake by 18% in Q2 2026, selling an estimated $170K and leaving 4,500 shares worth $714K. The position accounts for 0.25% of the portfolio, ranked #91.

McCarter Private Wealth Services first reported a position in EFX in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.7M in Q3 2024. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

McCarter Private Wealth Services held 4,500 shares of Equifax worth $714K as of Q2 2026.
McCarter Private Wealth Services sold 1,000 Equifax shares in Q2 2026, an estimated $170K.
Equifax made up 0.25% of McCarter Private Wealth Services's portfolio in Q2 2026, its #91 holding.
McCarter Private Wealth Services first reported a position in Equifax in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's Equifax position peaked at $1.7M in Q3 2024.
832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.