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Portside Wealth Group’s Equifax EFX Stock Holding History

Portside Wealth Group’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 		– Sell
-1,287
Closed -$279K – 485
2025
Q4 		$279K Sell
1,287
-386
-23% -$84.5K 0.04% 381
2025
Q3 		$429K Buy
1,673
+7
+0.4% +$1.76K 0.06% 289
2025
Q2 		$432K Sell
1,666
-9
-0.5% -$2.29K 0.06% 270
2025
Q1 		$408K Buy
1,675
+172
+11% +$43.2K 0.07% 262
2024
Q4 		$383K Buy
1,503
+206
+16% +$55.2K 0.06% 271
2024
Q3 		$381K Buy
1,297
+145
+13% +$40.9K 0.07% 260
2024
Q2 		$279K Buy
1,152
+64
+6% +$15.3K 0.05% 285
2024
Q1 		$291K Buy
+1,088
New +$277K 0.05% 280

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

Portside Wealth Group's EFX Position: Q1 2026 in Review

Portside Wealth Group sold out of Equifax (EFX) in Q1 2026, closing a stake of 1,287 shares — an estimated $279K sold.

Portside Wealth Group first reported a position in EFX in Q1 2024 and held it in 8 quarters. The position peaked at $432K in Q2 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Portside Wealth Group reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
  • Portside Wealth Group sold 1,287 Equifax shares in Q1 2026, an estimated $279K.
  • Portside Wealth Group first reported a position in Equifax in Q1 2024 and held it in 8 quarters.
  • Portside Wealth Group's Equifax position peaked at $432K in Q2 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Portside Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.