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SHP Wealth Management’s Equifax EFX Stock Holding History

SHP 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 		$860K Buy
4,774
+9
+0.2% +$1.79K 0.06% 101
2025
Q4 		$1.03M Buy
+4,765
New +$1.04M 0.08% 79

Other funds holding EFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

SHP Wealth Management increased its Equifax (EFX) stake by 0.19% in Q1 2026, buying an estimated $1.79K and bringing the position to 4,774 shares worth $860K. The position accounts for 0.06% of the portfolio, ranked #101.

SHP Wealth Management first reported a position in EFX in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.03M in Q4 2025. 874 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • SHP Wealth Management held 4,774 shares of Equifax worth $860K as of Q1 2026.
  • SHP Wealth Management bought 9 Equifax shares in Q1 2026, an estimated $1.79K.
  • Equifax made up 0.06% of SHP Wealth Management's portfolio in Q1 2026, its #101 holding.
  • SHP Wealth Management first reported a position in Equifax in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Equifax position peaked at $1.03M in Q4 2025.
  • 874 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.