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 Q2	–	Sell	-1,153	Closed	-$208K	–	1454
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Perigon Wealth Management's EFX Position: Q2 2026 in Review

Perigon Wealth Management sold out of Equifax (EFX) in Q2 2026, closing a stake of 1,153 shares — an estimated $208K sold.

Perigon Wealth Management first reported a position in EFX in Q1 2016 and held it in 14 quarters. The position peaked at $209K in Q2 2025. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Perigon Wealth Management reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
Perigon Wealth Management sold 1,153 Equifax shares in Q2 2026, an estimated $208K.
Perigon Wealth Management first reported a position in Equifax in Q1 2016 and held it in 14 quarters.
Perigon Wealth Management's Equifax position peaked at $209K in Q2 2025.
835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.