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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Modera Wealth Management's EFX Position: Q1 2026 in Review

Modera Wealth Management increased its Equifax (EFX) stake by 13% in Q1 2026, buying an estimated $33.4K and bringing the position to 1,444 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Modera Wealth Management first reported a position in EFX in Q4 2021 and has held it in 10 quarters since. The position peaked at $424K in Q4 2021. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Modera Wealth Management held 1,444 shares of Equifax worth $260K as of Q1 2026.
Modera Wealth Management bought 168 Equifax shares in Q1 2026, an estimated $33.4K.
Equifax made up ﹤0.01% of Modera Wealth Management's portfolio in Q1 2026, its #558 holding.
Modera Wealth Management first reported a position in Equifax in Q4 2021 and has held it in 10 quarters since.
Modera Wealth Management's Equifax position peaked at $424K in Q4 2021.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.