Portus Wealth Advisors’s Equifax EFX Stock Holding History

Portus Wealth Advisors’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	-11	Closed	-$1.98K	–	189
2026 Q1	$1.98K	Buy	+11	New	+$2.19K	﹤0.01%	277

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

Portus Wealth Advisors's EFX Position: Q2 2026 in Review

Portus Wealth Advisors sold out of Equifax (EFX) in Q2 2026, closing a stake of 11 shares — an estimated $1.98K sold.

Portus Wealth Advisors first reported a position in EFX in Q1 2026 and held it in 1 quarter. The position peaked at $1.98K in Q1 2026. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Portus Wealth Advisors reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 11 Equifax shares in Q2 2026, an estimated $1.98K.
Portus Wealth Advisors first reported a position in Equifax in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Equifax position peaked at $1.98K in Q1 2026.
832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.