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Mowery & Schoenfeld Wealth Management’s Equifax EFX Stock Holding History

Mowery & Schoenfeld 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 		– Sell
-17
Closed -$3.69K – 399
2025
Q4 		$3.69K Hold
17
– – 0.01% 355
2025
Q3 		$4.36K Hold
17
– – 0.01% 298
2025
Q2 		$4.41K Hold
17
– – 0.01% 284
2025
Q1 		$4.14K Sell
17
-2
-11% -$503 0.01% 337
2024
Q4 		$4.84K Buy
+19
New +$5.09K 0.01% 308

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 $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's EFX Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Equifax (EFX) in Q1 2026, closing a stake of 17 shares — an estimated $3.69K sold.

Mowery & Schoenfeld Wealth Management first reported a position in EFX in Q4 2024 and held it in 5 quarters. The position peaked at $4.84K in Q4 2024. 875 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 17 Equifax shares in Q1 2026, an estimated $3.69K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Equifax in Q4 2024 and held it in 5 quarters.
  • Mowery & Schoenfeld Wealth Management's Equifax position peaked at $4.84K in Q4 2024.
  • 875 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.