PWM
EFX icon

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
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 $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

Power Wealth Management's EFX Position: Q1 2026 in Review

Power Wealth Management held its Equifax (EFX) position steady in Q1 2026 at 4,469 shares worth $805K. The position accounts for 0.3% of the portfolio, ranked #51.

Power Wealth Management first reported a position in EFX in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.02M in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Power Wealth Management held 4,469 shares of Equifax worth $805K as of Q1 2026.
  • Power Wealth Management left its Equifax share count unchanged in Q1 2026.
  • Equifax made up 0.3% of Power Wealth Management's portfolio in Q1 2026, its #51 holding.
  • Power Wealth Management first reported a position in Equifax in Q1 2024 and has held it in 9 quarters since.
  • Power Wealth Management's Equifax position peaked at $2.02M in Q3 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Power Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.