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Private Wealth Asset Management’s Equifax EFX Stock Holding History

Private Wealth Asset Management’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 		– Sell
-1
Closed -$217 – 996
2025
Q4 		$217 Hold
1
– – ﹤0.01% 986
2025
Q3 		$257 Hold
1
– – ﹤0.01% 947
2025
Q2 		$259 Hold
1
– – ﹤0.01% 932
2025
Q1 		$244 Buy
+1
New +$251 ﹤0.01% 1060

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 $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Private Wealth Asset Management's EFX Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Equifax (EFX) in Q1 2026, closing a stake of 1 share — an estimated $217 sold.

Private Wealth Asset Management first reported a position in EFX in Q1 2025 and held it in 4 quarters. The position peaked at $259 in Q2 2025. 875 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 1 Equifax share in Q1 2026, an estimated $217.
  • Private Wealth Asset Management first reported a position in Equifax in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Equifax position peaked at $259 in Q2 2025.
  • 875 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.