MWM
EFX icon

Mission Wealth Management’s Equifax EFX Stock Holding History

Mission 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 		$378K Buy
+2,381
New +$406K ﹤0.01% 780
2017
Q1 		– Sell
-2,262
Closed -$267K – 204
2016
Q4 		$267K Sell
2,262
-7
-0.3% -$856 0.05% 138
2016
Q3 		$305K Hold
2,269
– – 0.07% 119
2016
Q2 		$291K Buy
2,269
+7
+0.3% +$848 0.08% 114
2016
Q1 		$259K Hold
2,262
– – 0.07% 117
2015
Q4 		$252K Hold
2,262
– – 0.07% 113
2015
Q3 		$220K Buy
+2,262
New +$225K 0.07% 120

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

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

Mission Wealth Management opened a new position in Equifax (EFX) in Q2 2026: 2,381 shares worth $378K. The stake represents ﹤0.01% of the portfolio and ranks #780 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in EFX as recently as Q4 2016.

Mission Wealth Management first reported a position in EFX in Q3 2015 and has held it in 7 quarters since. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Mission Wealth Management held 2,381 shares of Equifax worth $378K as of Q2 2026.
  • Equifax was a new Mission Wealth Management position in Q2 2026.
  • Equifax made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #780 holding.
  • Mission Wealth Management first reported a position in Equifax in Q3 2015 and has held it in 7 quarters since.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.