Premier Path Wealth Partners’s Equifax EFX Stock Holding History

Premier Path Wealth Partners’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	$832K	Sell	4,621 -662	-13%	-$131K	0.11%	183
2025 Q4	$1.15M	Sell	5,283 -467	-8%	-$102K	0.15%	130
2025 Q3	$1.48M	Buy	5,750 +346	+6%	+$87K	0.19%	118
2025 Q2	$1.4M	Sell	5,404 -590	-10%	-$150K	0.2%	123
2025 Q1	$1.46M	Buy	5,994 +278	+5%	+$69.9K	0.23%	104
2024 Q4	$1.46M	Buy	5,716 +652	+13%	+$175K	0.22%	101
2024 Q3	$1.49M	Sell	5,064 -453	-8%	-$128K	0.23%	101
2024 Q2	$1.34M	Buy	5,517 +663	+14%	+$158K	0.23%	108
2024 Q1	$1.3M	Sell	4,854 -114	-2%	-$29K	0.24%	103
2023 Q4	$1.24M	Buy	+4,968	New	+$1.01M	0.27%	91

Other funds holding EFX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Premier Path Wealth Partners's EFX Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its Equifax (EFX) stake by 13% in Q1 2026, selling an estimated $131K and leaving 4,621 shares worth $832K. The position accounts for 0.11% of the portfolio, ranked #183.

Premier Path Wealth Partners first reported a position in EFX in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.49M in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Premier Path Wealth Partners held 4,621 shares of Equifax worth $832K as of Q1 2026.
Premier Path Wealth Partners sold 662 Equifax shares in Q1 2026, an estimated $131K.
Equifax made up 0.11% of Premier Path Wealth Partners's portfolio in Q1 2026, its #183 holding.
Premier Path Wealth Partners first reported a position in Equifax in Q4 2023 and has held it in 10 quarters since.
Premier Path Wealth Partners's Equifax position peaked at $1.49M in Q3 2024.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.