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Private Wealth Management Group’s Equifax EFX Stock Holding History

Private 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 		$2.38K Sell
15
-14
-48% -$2.39K ﹤0.01% 1100
2026
Q1 		$5.22K Sell
29
-30
-51% -$5.96K ﹤0.01% 754
2025
Q4 		$12.8K Sell
59
-28
-32% -$6.13K ﹤0.01% 437
2025
Q3 		$22.3K Hold
87
– – 0.01% 304
2025
Q2 		$22.6K Hold
87
– – 0.01% 274
2025
Q1 		$21.2K Hold
87
– – 0.01% 284
2024
Q4 		$22.2K Hold
87
– – 0.01% 277
2024
Q3 		$25.6K Hold
87
– – 0.01% 241
2024
Q2 		$21.1K Hold
87
– – 0.01% 270
2024
Q1 		$23.3K Hold
87
– – 0.01% 244
2023
Q4 		$21.5K Buy
+87
New +$17.6K 0.01% 255

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

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

Private Wealth Management Group reduced its Equifax (EFX) stake by 48% in Q2 2026, selling an estimated $2.39K and leaving 15 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

Private Wealth Management Group first reported a position in EFX in Q4 2023 and has held it in 11 quarters since. The position peaked at $25.6K in Q3 2024. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Private Wealth Management Group held 15 shares of Equifax worth $2.38K as of Q2 2026.
  • Private Wealth Management Group sold 14 Equifax shares in Q2 2026, an estimated $2.39K.
  • Equifax made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1100 holding.
  • Private Wealth Management Group first reported a position in Equifax in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Equifax position peaked at $25.6K in Q3 2024.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.