Principia Wealth Advisory’s Equifax EFX Stock Holding History

Principia Wealth Advisory’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%	738
2026 Q1	$1.26K	Sell	7 -1	-13%	-$199	﹤0.01%	640
2025 Q4	$1.74K	Buy	8 +3	+60%	+$657	﹤0.01%	495
2025 Q3	$1.28K	Sell	5 -1	-17%	-$251	﹤0.01%	554
2025 Q2	$1.56K	Buy	6 +3	+100%	+$763	﹤0.01%	445
2025 Q1	$673	Hold	3	–	–	﹤0.01%	495
2024 Q4	$765	Buy	+3	New	+$804	﹤0.01%	418

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 $3.37T AUM 44.26% 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

Principia Wealth Advisory's EFX Position: Q2 2026 in Review

Principia Wealth Advisory 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 #738.

Principia Wealth Advisory first reported a position in EFX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.74K in Q4 2025. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Principia Wealth Advisory held 7 shares of Equifax worth $1.11K as of Q2 2026.
Principia Wealth Advisory left its Equifax share count unchanged in Q2 2026.
Equifax made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #738 holding.
Principia Wealth Advisory first reported a position in Equifax in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Equifax position peaked at $1.74K in Q4 2025.
835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.