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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
Q2 		$1.59K Buy
10
+8
+400% +$1.36K ﹤0.01% 1194
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 $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

Rialto Wealth Management's EFX Position: Q2 2026 in Review

Rialto Wealth Management increased its Equifax (EFX) stake by 400% in Q2 2026, buying an estimated $1.36K and bringing the position to 10 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Rialto Wealth Management first reported a position in EFX in Q2 2025 and has held it in 5 quarters since. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Rialto Wealth Management held 10 shares of Equifax worth $1.59K as of Q2 2026.
  • Rialto Wealth Management bought 8 Equifax shares in Q2 2026, an estimated $1.36K.
  • Equifax made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1194 holding.
  • Rialto Wealth Management first reported a position in Equifax in Q2 2025 and has held it in 5 quarters since.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.