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
Q2 		$254K Buy
1,600
+125
+8% +$21.3K 0.04% 450
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 $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

Personal CFO Solutions's EFX Position: Q2 2026 in Review

Personal CFO Solutions increased its Equifax (EFX) stake by 8.5% in Q2 2026, buying an estimated $21.3K and bringing the position to 1,600 shares worth $254K. The position accounts for 0.04% of the portfolio, ranked #450.

Personal CFO Solutions first reported a position in EFX in Q2 2023 and has held it in 12 quarters since. The position peaked at $369K in Q3 2024. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Personal CFO Solutions held 1,600 shares of Equifax worth $254K as of Q2 2026.
  • Personal CFO Solutions bought 125 Equifax shares in Q2 2026, an estimated $21.3K.
  • Equifax made up 0.04% of Personal CFO Solutions's portfolio in Q2 2026, its #450 holding.
  • Personal CFO Solutions first reported a position in Equifax in Q2 2023 and has held it in 12 quarters since.
  • Personal CFO Solutions's Equifax position peaked at $369K in Q3 2024.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.