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Sagespring Wealth Partners’s Equifax EFX Stock Holding History

Sagespring Wealth Partners’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 		– Sell
-1,931
Closed -$348K – 851
2026
Q1 		$348K Sell
1,931
-1,054
-35% -$209K 0.01% 603
2025
Q4 		$648K Buy
2,985
+74
+3% +$16.2K 0.01% 413
2025
Q3 		$747K Sell
2,911
-75
-3% -$18.9K 0.01% 361
2025
Q2 		$774K Buy
2,986
+262
+10% +$66.6K 0.02% 342
2025
Q1 		$663K Buy
2,724
+360
+15% +$90.5K 0.02% 327
2024
Q4 		$603K Buy
+2,364
New +$633K 0.02% 310

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Harris Associates
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Vanguard Portfolio Management
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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

Sagespring Wealth Partners's EFX Position: Q2 2026 in Review

Sagespring Wealth Partners sold out of Equifax (EFX) in Q2 2026, closing a stake of 1,931 shares — an estimated $348K sold.

Sagespring Wealth Partners first reported a position in EFX in Q4 2024 and held it in 6 quarters. The position peaked at $774K in Q2 2025. 837 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Sagespring Wealth Partners reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 1,931 Equifax shares in Q2 2026, an estimated $348K.
  • Sagespring Wealth Partners first reported a position in Equifax in Q4 2024 and held it in 6 quarters.
  • Sagespring Wealth Partners's Equifax position peaked at $774K in Q2 2025.
  • 837 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.