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Parcion Private Wealth’s Equifax EFX Stock Holding History

Parcion Private 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
Q2 		$296K Sell
1,863
-886
-32% -$151K 0.02% 391
2026
Q1 		$495K Buy
+2,749
New +$546K 0.03% 233

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Parcion Private Wealth's EFX Position: Q2 2026 in Review

Parcion Private Wealth reduced its Equifax (EFX) stake by 32% in Q2 2026, selling an estimated $151K and leaving 1,863 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #391.

Parcion Private Wealth first reported a position in EFX in Q1 2026 and has held it in 2 quarters since. The position peaked at $495K in Q1 2026. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Parcion Private Wealth held 1,863 shares of Equifax worth $296K as of Q2 2026.
  • Parcion Private Wealth sold 886 Equifax shares in Q2 2026, an estimated $151K.
  • Equifax made up 0.02% of Parcion Private Wealth's portfolio in Q2 2026, its #391 holding.
  • Parcion Private Wealth first reported a position in Equifax in Q1 2026 and has held it in 2 quarters since.
  • Parcion Private Wealth's Equifax position peaked at $495K in Q1 2026.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.