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Rialto Wealth Management’s Equifax EFX Stock Holding History

Rialto Wealth 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 		$361 Sell
2
-2
-50% -$397 ﹤0.01% 1498
2025
Q4 		$868 Sell
4
-1
-20% -$219 ﹤0.01% 1048
2025
Q3 		$1.28K Buy
5
+1
+25% +$251 ﹤0.01% 836
2025
Q2 		$1.04K Buy
+4
New +$1.02K ﹤0.01% 848

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

Rialto Wealth Management's EFX Position: Q1 2026 in Review

Rialto Wealth Management reduced its Equifax (EFX) stake by 50% in Q1 2026, selling an estimated $397 and leaving 2 shares worth $361. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

Rialto Wealth Management first reported a position in EFX in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.28K in Q3 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Rialto Wealth Management held 2 shares of Equifax worth $361 as of Q1 2026.
  • Rialto Wealth Management sold 2 Equifax shares in Q1 2026, an estimated $397.
  • Equifax made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1498 holding.
  • Rialto Wealth Management first reported a position in Equifax in Q2 2025 and has held it in 4 quarters since.
  • Rialto Wealth Management's Equifax position peaked at $1.28K in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.