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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
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
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

Prestige Wealth Management Group's EFX Position: Q1 2026 in Review

Prestige Wealth Management Group held its Equifax (EFX) position steady in Q1 2026 at 7 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Prestige Wealth Management Group first reported a position in EFX in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.17K in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Prestige Wealth Management Group held 7 shares of Equifax worth $1.26K as of Q1 2026.
  • Prestige Wealth Management Group left its Equifax share count unchanged in Q1 2026.
  • Equifax made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q1 2026, its #824 holding.
  • Prestige Wealth Management Group first reported a position in Equifax in Q1 2020 and has held it in 25 quarters since.
  • Prestige Wealth Management Group's Equifax position peaked at $6.17K in Q3 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

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