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Modera Wealth Management’s Equifax EFX Stock Holding History

Modera 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
-1,444
Closed -$260K – 656
2026
Q1 		$260K Buy
1,444
+168
+13% +$33.4K ﹤0.01% 558
2025
Q4 		$277K Buy
1,276
+62
+5% +$13.6K ﹤0.01% 559
2025
Q3 		$311K Sell
1,214
-5
-0.4% -$1.26K ﹤0.01% 537
2025
Q2 		$316K Buy
+1,219
New +$310K ﹤0.01% 528
2025
Q1 		– Sell
-984
Closed -$251K – 616
2024
Q4 		$251K Buy
984
+20
+2% +$5.36K ﹤0.01% 545
2024
Q3 		$283K Sell
964
-1
-0.1% -$282 ﹤0.01% 501
2024
Q2 		$234K Sell
965
-8
-0.8% -$1.91K ﹤0.01% 516
2024
Q1 		$260K Buy
+973
New +$248K ﹤0.01% 505
2023
Q3 		– Sell
-869
Closed -$204K – 560
2023
Q2 		$204K Buy
+869
New +$183K ﹤0.01% 527
2022
Q1 		– Sell
-1,448
Closed -$424K – 420
2021
Q4 		$424K Buy
+1,448
New +$403K 0.02% 315

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

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

Modera Wealth Management sold out of Equifax (EFX) in Q2 2026, closing a stake of 1,444 shares — an estimated $260K sold.

Modera Wealth Management first reported a position in EFX in Q4 2021 and held it in 10 quarters. The position peaked at $424K in Q4 2021. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Modera Wealth Management reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Modera Wealth Management sold 1,444 Equifax shares in Q2 2026, an estimated $260K.
  • Modera Wealth Management first reported a position in Equifax in Q4 2021 and held it in 10 quarters.
  • Modera Wealth Management's Equifax position peaked at $424K in Q4 2021.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.