Prestige Wealth Management Group’s Equifax EFX Stock Holding History

Prestige Wealth Management Group’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	$1.11K	Hold	7	–	–	﹤0.01%	882
2026 Q1	$1.26K	Hold	7	–	–	﹤0.01%	824
2025 Q4	$1.52K	Hold	7	–	–	﹤0.01%	809
2025 Q3	$1.8K	Hold	7	–	–	﹤0.01%	767
2025 Q2	$1.82K	Hold	7	–	–	﹤0.01%	756
2025 Q1	$1.71K	Hold	7	–	–	﹤0.01%	768
2024 Q4	$1.78K	Sell	7 -14	-67%	-$3.75K	﹤0.01%	802
2024 Q3	$6.17K	Hold	21	–	–	﹤0.01%	564
2024 Q2	$5.09K	Hold	21	–	–	﹤0.01%	543
2024 Q1	$5.62K	Hold	21	–	–	﹤0.01%	548
2023 Q4	$5.19K	Buy	21 +2	+11%	+$406	﹤0.01%	575
2023 Q3	$3.48K	Buy	19 +12	+171%	+$2.45K	﹤0.01%	642
2023 Q2	$1.65K	Hold	7	–	–	﹤0.01%	802
2023 Q1	$1.42K	Hold	7	–	–	﹤0.01%	820
2022 Q4	$1.36K	Hold	7	–	–	﹤0.01%	908
2022 Q3	$1K	Hold	7	–	–	﹤0.01%	826
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	836
2022 Q1	$2K	Hold	7	–	–	﹤0.01%	759
2021 Q4	$2K	Hold	7	–	–	﹤0.01%	784
2021 Q3	$2K	Hold	7	–	–	﹤0.01%	784
2021 Q2	$2K	Hold	7	–	–	﹤0.01%	782
2021 Q1	$1K	Hold	7	–	–	﹤0.01%	862
2020 Q4	$1K	Hold	7	–	–	﹤0.01%	831
2020 Q3	$1K	Hold	7	–	–	﹤0.01%	756
2020 Q2	$1K	Sell	7 -7	-50%	-$1.04K	﹤0.01%	755
2020 Q1	$2K	Buy	+14	New	+$2.04K	﹤0.01%	625

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 $3.38T AUM 44.17% 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

Prestige Wealth Management Group's EFX Position: Q2 2026 in Review

Prestige Wealth Management Group held its Equifax (EFX) position steady in Q2 2026 at 7 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Prestige Wealth Management Group first reported a position in EFX in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.17K in Q3 2024. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Prestige Wealth Management Group held 7 shares of Equifax worth $1.11K as of Q2 2026.
Prestige Wealth Management Group left its Equifax share count unchanged in Q2 2026.
Equifax made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #882 holding.
Prestige Wealth Management Group first reported a position in Equifax in Q1 2020 and has held it in 26 quarters since.
Prestige Wealth Management Group's Equifax position peaked at $6.17K in Q3 2024.
838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.