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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
Q2 		$399K Sell
2,514
-2,107
-46% -$359K 0.05% 307
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
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

Premier Path Wealth Partners's EFX Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Equifax (EFX) stake by 46% in Q2 2026, selling an estimated $359K and leaving 2,514 shares worth $399K. The position accounts for 0.05% of the portfolio, ranked #307.

Premier Path Wealth Partners first reported a position in EFX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.49M in Q3 2024. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Premier Path Wealth Partners held 2,514 shares of Equifax worth $399K as of Q2 2026.
  • Premier Path Wealth Partners sold 2,107 Equifax shares in Q2 2026, an estimated $359K.
  • Equifax made up 0.05% of Premier Path Wealth Partners's portfolio in Q2 2026, its #307 holding.
  • Premier Path Wealth Partners first reported a position in Equifax in Q4 2023 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's Equifax position peaked at $1.49M in Q3 2024.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.