PWM
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Power Wealth Management’s Equifax EFX Stock Holding History

Power 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 		$709K Hold
4,469
– – 0.24% 61
2026
Q1 		$805K Hold
4,469
– – 0.3% 51
2025
Q4 		$970K Sell
4,469
-31
-0.7% -$6.79K 0.34% 49
2025
Q3 		$1.15M Hold
4,500
– – 0.42% 42
2025
Q2 		$1.17M Buy
4,500
+31
+0.7% +$7.88K 0.45% 38
2025
Q1 		$1.09M Sell
4,469
-128
-3% -$32.2K 0.44% 40
2024
Q4 		$1.17M Sell
4,597
-2,274
-33% -$609K 0.49% 41
2024
Q3 		$2.02M Buy
6,871
+444
+7% +$125K 0.86% 24
2024
Q2 		$1.56M Buy
6,427
+494
+8% +$118K 0.74% 28
2024
Q1 		$1.59M Buy
+5,933
New +$1.51M 1% 25

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

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

Power Wealth Management held its Equifax (EFX) position steady in Q2 2026 at 4,469 shares worth $709K. The position accounts for 0.24% of the portfolio, ranked #61.

Power Wealth Management first reported a position in EFX in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.02M in Q3 2024. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Power Wealth Management held 4,469 shares of Equifax worth $709K as of Q2 2026.
  • Power Wealth Management left its Equifax share count unchanged in Q2 2026.
  • Equifax made up 0.24% of Power Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Power Wealth Management first reported a position in Equifax in Q1 2024 and has held it in 10 quarters since.
  • Power Wealth Management's Equifax position peaked at $2.02M in Q3 2024.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Power Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.