QFW
EFX icon

QTR Family Wealth’s Equifax EFX Stock Holding History

QTR Family Wealth’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 		$312K Buy
+1,966
New +$335K 0.11% 211

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

QTR Family Wealth's EFX Position: Q2 2026 in Review

QTR Family Wealth opened a new position in Equifax (EFX) in Q2 2026: 1,966 shares worth $312K. The stake represents 0.11% of the portfolio and ranks #211 among its holdings.

832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • QTR Family Wealth held 1,966 shares of Equifax worth $312K as of Q2 2026.
  • Equifax was a new QTR Family Wealth position in Q2 2026.
  • Equifax made up 0.11% of QTR Family Wealth's portfolio in Q2 2026, its #211 holding.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.