Oak Barrel Wealth Advisory’s Equifax EFX Stock Holding History

Oak Barrel Wealth Advisory’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
2025 Q4	$258K	Buy	+1,191	New	+$261K	0.15%	69

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Oak Barrel Wealth Advisory's EFX Position: Q4 2025 in Review

Oak Barrel Wealth Advisory opened a new position in Equifax (EFX) in Q4 2025: 1,191 shares worth $258K. The stake represents 0.15% of the portfolio and ranks #69 among its holdings.

895 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

Oak Barrel Wealth Advisory held 1,191 shares of Equifax worth $258K as of Q4 2025.
Equifax was a new Oak Barrel Wealth Advisory position in Q4 2025.
Equifax made up 0.15% of Oak Barrel Wealth Advisory's portfolio in Q4 2025, its #69 holding.
895 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on Oak Barrel Wealth Advisory's 13F filing for Q4 2025, filed 7 May 2026.