NW
EFX icon

NewEdge Wealth’s Equifax EFX Stock Holding History

NewEdge Wealth’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 		$2.97M Sell
16,500
-2,669
-14% -$530K 0.04% 331
2025
Q4 		$4.16M Sell
19,169
-680
-3% -$149K 0.05% 275
2025
Q3 		$4.12M Buy
19,849
+300
+2% +$75.4K 0.06% 240
2025
Q2 		$4.73M Sell
19,549
-1,808
-8% -$460K 0.07% 208
2025
Q1 		$5.2M Buy
21,357
+276
+1% +$69.4K 0.09% 180
2024
Q4 		$5.37M Buy
21,081
+681
+3% +$182K 0.09% 178
2024
Q3 		$5.99M Buy
20,400
+2,430
+14% +$685K 0.11% 165
2024
Q2 		$4.36M Buy
17,970
+381
+2% +$90.9K 0.09% 181
2024
Q1 		$3.95M Buy
17,589
+1,646
+10% +$419K 0.09% 199
2023
Q4 		$3.94M Buy
15,943
+561
+4% +$114K 0.1% 173
2023
Q3 		$2.82M Buy
15,382
+1,262
+9% +$258K 0.09% 196
2023
Q2 		$3.32M Buy
14,120
+383
+3% +$80.6K 0.11% 175
2023
Q1 		$2.79M Buy
13,737
+323
+2% +$67.2K 0.11% 174
2022
Q4 		$2.61M Buy
13,414
+962
+8% +$176K 0.11% 171
2022
Q3 		$2.13M Buy
12,452
+711
+6% +$139K 0.1% 181
2022
Q2 		$2.15M Buy
11,741
+4,625
+65% +$926K 0.1% 181
2022
Q1 		$1.69M Buy
7,116
+943
+15% +$222K 0.07% 176
2021
Q4 		$1.81M Buy
6,173
+230
+4% +$64K 0.08% 178
2021
Q3 		$1.51M Buy
5,943
+633
+12% +$165K 0.09% 150
2021
Q2 		$1.27M Buy
5,310
+181
+4% +$40.5K 0.1% 156
2021
Q1 		$929K Buy
+5,129
New +$906K 0.09% 169

Other funds holding EFX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

NewEdge Wealth's EFX Position: Q1 2026 in Review

NewEdge Wealth reduced its Equifax (EFX) stake by 14% in Q1 2026, selling an estimated $530K and leaving 16,500 shares worth $2.97M. The position accounts for 0.04% of the portfolio, ranked #331.

NewEdge Wealth first reported a position in EFX in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.99M in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • NewEdge Wealth held 16,500 shares of Equifax worth $2.97M as of Q1 2026.
  • NewEdge Wealth sold 2,669 Equifax shares in Q1 2026, an estimated $530K.
  • Equifax made up 0.04% of NewEdge Wealth's portfolio in Q1 2026, its #331 holding.
  • NewEdge Wealth first reported a position in Equifax in Q1 2021 and has held it in 21 quarters since.
  • NewEdge Wealth's Equifax position peaked at $5.99M in Q3 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.