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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
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 $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

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

Private Wealth Management Group reduced its Equifax (EFX) stake by 51% in Q1 2026, selling an estimated $5.96K and leaving 29 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Private Wealth Management Group first reported a position in EFX in Q4 2023 and has held it in 10 quarters since. The position peaked at $25.6K in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Private Wealth Management Group held 29 shares of Equifax worth $5.22K as of Q1 2026.
  • Private Wealth Management Group sold 30 Equifax shares in Q1 2026, an estimated $5.96K.
  • Equifax made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #754 holding.
  • Private Wealth Management Group first reported a position in Equifax in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's Equifax position peaked at $25.6K in Q3 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.