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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
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 $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

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

Sendero Wealth Management reduced its Equifax (EFX) stake by 0.16% in Q1 2026, selling an estimated $7.55K and leaving 23,691 shares worth $4.27M. The position accounts for 0.47% of the portfolio, ranked #42.

Sendero Wealth Management first reported a position in EFX in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.27M in Q3 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Sendero Wealth Management held 23,691 shares of Equifax worth $4.27M as of Q1 2026.
  • Sendero Wealth Management sold 38 Equifax shares in Q1 2026, an estimated $7.55K.
  • Equifax made up 0.47% of Sendero Wealth Management's portfolio in Q1 2026, its #42 holding.
  • Sendero Wealth Management first reported a position in Equifax in Q4 2024 and has held it in 6 quarters since.
  • Sendero Wealth Management's Equifax position peaked at $6.27M in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.