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Sendero Wealth Management’s Equifax EFX Stock Holding History

Sendero 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 		$4.03M Buy
25,422
+1,731
+7% +$295K 0.4% 45
2026
Q1 		$4.27M Sell
23,691
-38
-0.2% -$7.55K 0.47% 42
2025
Q4 		$5.15M Sell
23,729
-731
-3% -$160K 0.57% 37
2025
Q3 		$6.27M Buy
24,460
+14,603
+148% +$3.67M 0.74% 27
2025
Q2 		$2.56M Sell
9,857
-13,657
-58% -$3.47M 0.32% 61
2025
Q1 		$5.73M Buy
23,514
+11,468
+95% +$2.88M 0.79% 32
2024
Q4 		$3.07M Buy
+12,046
New +$3.23M 0.46% 47

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

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

Sendero Wealth Management increased its Equifax (EFX) stake by 7.3% in Q2 2026, buying an estimated $295K and bringing the position to 25,422 shares worth $4.03M. The position accounts for 0.4% of the portfolio, ranked #45.

Sendero Wealth Management first reported a position in EFX in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.27M in Q3 2025. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Sendero Wealth Management held 25,422 shares of Equifax worth $4.03M as of Q2 2026.
  • Sendero Wealth Management bought 1,731 Equifax shares in Q2 2026, an estimated $295K.
  • Equifax made up 0.4% of Sendero Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Sendero Wealth Management first reported a position in Equifax in Q4 2024 and has held it in 7 quarters since.
  • Sendero Wealth Management's Equifax position peaked at $6.27M in Q3 2025.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.