Perigon Wealth Management’s Equifax EFX Stock Holding History

Perigon 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	$208K	Buy	1,153 +190	+20%	+$37.7K	﹤0.01%	1206
2025 Q4	$209K	Buy	963 +151	+19%	+$33.1K	﹤0.01%	1230
2025 Q3	$208K	Buy	812 +5	+0.6%	+$1.26K	﹤0.01%	1145
2025 Q2	$209K	Buy	+807	New	+$205K	﹤0.01%	991
2021 Q1	–	Sell	-360	Closed	-$69K	–	642
2020 Q4	$69K	Buy	+360	New	+$60.5K	0.01%	644
2018 Q2	–	Sell	-321	Closed	-$38K	–	341
2018 Q1	$38K	Hold	321	–	–	0.01%	345
2017 Q4	$38K	Hold	321	–	–	0.01%	324
2017 Q3	$34K	Hold	321	–	–	0.01%	387
2017 Q2	$44K	Hold	321	–	–	0.01%	388
2017 Q1	$44K	Hold	321	–	–	0.01%	405
2016 Q4	$43K	Hold	321	–	–	0.01%	374
2016 Q3	$43K	Hold	321	–	–	0.01%	327
2016 Q2	$41K	Hold	321	–	–	0.01%	293
2016 Q1	$37K	Buy	+321	New	+$33.8K	0.01%	207

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

Perigon Wealth Management's EFX Position: Q1 2026 in Review

Perigon Wealth Management increased its Equifax (EFX) stake by 20% in Q1 2026, buying an estimated $37.7K and bringing the position to 1,153 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

Perigon Wealth Management first reported a position in EFX in Q1 2016 and has held it in 14 quarters since. The position peaked at $209K in Q2 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Perigon Wealth Management held 1,153 shares of Equifax worth $208K as of Q1 2026.
Perigon Wealth Management bought 190 Equifax shares in Q1 2026, an estimated $37.7K.
Equifax made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1206 holding.
Perigon Wealth Management first reported a position in Equifax in Q1 2016 and has held it in 14 quarters since.
Perigon Wealth Management's Equifax position peaked at $209K in Q2 2025.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.