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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
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

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

Sagespring Wealth Partners's EFX Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Equifax (EFX) stake by 35% in Q1 2026, selling an estimated $209K and leaving 1,931 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #603.

Sagespring Wealth Partners first reported a position in EFX in Q4 2024 and has held it in 6 quarters since. The position peaked at $774K in Q2 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Sagespring Wealth Partners held 1,931 shares of Equifax worth $348K as of Q1 2026.
  • Sagespring Wealth Partners sold 1,054 Equifax shares in Q1 2026, an estimated $209K.
  • Equifax made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #603 holding.
  • Sagespring Wealth Partners first reported a position in Equifax in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Equifax position peaked at $774K in Q2 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.