PCS
EFX icon

Personal CFO Solutions’s Equifax EFX Stock Holding History

Personal CFO Solutions’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 		$266K Buy
1,475
+32
+2% +$6.36K 0.04% 417
2025
Q4 		$313K Buy
1,443
+15
+1% +$3.29K 0.05% 352
2025
Q3 		$366K Buy
1,428
+40
+3% +$10.1K 0.06% 285
2025
Q2 		$360K Buy
1,388
+22
+2% +$5.6K 0.07% 282
2025
Q1 		$333K Buy
1,366
+86
+7% +$21.6K 0.07% 286
2024
Q4 		$326K Buy
1,280
+26
+2% +$6.97K 0.06% 295
2024
Q3 		$369K Buy
1,254
+31
+3% +$8.74K 0.05% 339
2024
Q2 		$297K Buy
1,223
+32
+3% +$7.63K 0.05% 384
2024
Q1 		$319K Buy
1,191
+59
+5% +$15K 0.05% 378
2023
Q4 		$280K Buy
+1,132
New +$230K 0.05% 391
2023
Q3 		– Sell
-1,002
Closed -$236K – 472
2023
Q2 		$236K Buy
+1,002
New +$211K 0.05% 402

Other funds holding EFX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Personal CFO Solutions's EFX Position: Q1 2026 in Review

Personal CFO Solutions increased its Equifax (EFX) stake by 2.2% in Q1 2026, buying an estimated $6.36K and bringing the position to 1,475 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #417.

Personal CFO Solutions first reported a position in EFX in Q2 2023 and has held it in 11 quarters since. The position peaked at $369K in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Personal CFO Solutions held 1,475 shares of Equifax worth $266K as of Q1 2026.
  • Personal CFO Solutions bought 32 Equifax shares in Q1 2026, an estimated $6.36K.
  • Equifax made up 0.04% of Personal CFO Solutions's portfolio in Q1 2026, its #417 holding.
  • Personal CFO Solutions first reported a position in Equifax in Q2 2023 and has held it in 11 quarters since.
  • Personal CFO Solutions's Equifax position peaked at $369K in Q3 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.