NWAM LLC’s Equifax EFX Stock Holding History

NWAM LLC’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	$727K	Sell	4,036 -20	-0.5%	-$3.97K	0.04%	336
2025 Q4	$870K	Sell	4,056 -7	-0.2%	-$1.53K	0.05%	296
2025 Q3	$939K	Buy	4,063 +6	+0.1%	+$1.51K	0.05%	292
2025 Q2	$975K	Buy	4,057 +11	+0.3%	+$2.8K	0.06%	273
2025 Q1	$985K	Buy	4,046 +2	+0%	+$503	0.08%	210
2024 Q4	$1.03M	Hold	4,044	–	–	0.06%	259
2024 Q3	$1.19M	Buy	4,044 +31	+0.8%	+$8.74K	0.07%	244
2024 Q2	$973K	Buy	4,013 +3	+0.1%	+$716	0.29%	57
2024 Q1	$949K	Sell	4,010 -4	-0.1%	-$1.02K	0.08%	234
2023 Q4	$993K	Buy	4,014 +6	+0.1%	+$1.22K	0.08%	231
2023 Q3	$734K	Sell	4,008 -5	-0.1%	-$1.02K	0.07%	233
2023 Q2	$944K	Buy	4,013 +8	+0.2%	+$1.68K	0.08%	229
2023 Q1	$812K	Hold	4,005	–	–	0.08%	201
2022 Q4	$778K	Sell	4,005 -224	-5%	-$40.9K	0.07%	244
2022 Q3	$725K	Buy	4,229 +224	+6%	+$43.9K	0.07%	242
2022 Q2	$745K	Buy	4,005 +5	+0.1%	+$1K	0.07%	244
2022 Q1	$948K	Sell	4,000 -1	-0%	-$236	0.07%	231
2021 Q4	$1.17M	Buy	4,001 +1	+0%	+$278	0.09%	212
2021 Q3	$1.01M	Hold	4,000	–	–	0.09%	218
2021 Q2	$958K	Hold	4,000	–	–	0.09%	211
2021 Q1	$725K	Hold	4,000	–	–	0.07%	248
2020 Q4	$771K	Buy	+4,000	New	+$672K	0.09%	207
2020 Q3	–	Sell	-4,000	Closed	-$688K	–	290
2020 Q2	$688K	Hold	4,000	–	–	0.1%	200
2020 Q1	$478	Hold	4,000	–	–	0.01%	233
2019 Q4	$560K	Hold	4,000	–	–	0.1%	203
2019 Q3	$563K	Hold	4,000	–	–	0.11%	186
2019 Q2	$541K	Hold	4,000	–	–	0.11%	186
2019 Q1	$474K	Hold	4,000	–	–	0.1%	197
2018 Q4	$373K	Hold	4,000	–	–	0.1%	204
2018 Q3	$522K	Hold	4,000	–	–	0.12%	181
2018 Q2	$500K	Hold	4,000	–	–	0.12%	179
2018 Q1	$471K	Hold	4,000	–	–	0.12%	181
2017 Q4	$472K	Hold	4,000	–	–	0.12%	177
2017 Q3	$424K	Hold	4,000	–	–	0.11%	184
2017 Q2	$550K	Hold	4,000	–	–	0.1%	144
2017 Q1	$547K	Hold	4,000	–	–	0.17%	137
2016 Q4	$473K	Hold	4,000	–	–	0.16%	142
2016 Q3	$538K	Hold	4,000	–	–	0.04%	130
2016 Q2	$514K	Hold	4,000	–	–	0.2%	113
2016 Q1	$457K	Hold	4,000	–	–	0.18%	120
2015 Q4	$445K	Hold	4,000	–	–	0.18%	120
2015 Q3	$389K	Hold	4,000	–	–	0.32%	71
2015 Q2	$388K	Hold	4,000	–	–	0.16%	136
2015 Q1	$372K	Hold	4,000	–	–	0.16%	149
2014 Q4	$323K	Sell	4,000 -328	-8%	-$25.4K	0.14%	154
2014 Q3	$323K	Sell	4,328 -131	-3%	-$9.98K	0.12%	184
2014 Q2	$323K	Sell	4,459 -296	-6%	-$20.8K	0.1%	198
2014 Q1	$323K	Buy	4,755 +755	+19%	+$52.8K	0.11%	169
2013 Q4	$276K	Sell	4,000 -618	-13%	-$40.2K	0.15%	132
2013 Q3	$276K	Sell	4,618 -72	-2%	-$4.43K	0.13%	134
2013 Q2	$276K	Buy	+4,690	New	+$283K	0.14%	133

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

NWAM LLC's EFX Position: Q1 2026 in Review

NWAM LLC reduced its Equifax (EFX) stake by 0.49% in Q1 2026, selling an estimated $3.97K and leaving 4,036 shares worth $727K. The position accounts for 0.04% of the portfolio, ranked #336.

NWAM LLC first reported a position in EFX in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.19M in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

NWAM LLC held 4,036 shares of Equifax worth $727K as of Q1 2026.
NWAM LLC sold 20 Equifax shares in Q1 2026, an estimated $3.97K.
Equifax made up 0.04% of NWAM LLC's portfolio in Q1 2026, its #336 holding.
NWAM LLC first reported a position in Equifax in Q2 2013 and has held it in 51 quarters since.
NWAM LLC's Equifax position peaked at $1.19M in Q3 2024.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.