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Simplicity Wealth’s Equifax EFX Stock Holding History

Simplicity Wealth’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 		$260K Buy
1,639
+316
+24% +$53.9K 0.01% 885
2026
Q1 		$238K Buy
+1,323
New +$263K 0.01% 673
2024
Q3 		– Sell
-2,536
Closed -$615K – 693
2024
Q2 		$615K Buy
2,536
+186
+8% +$44.4K 0.01% 674
2024
Q1 		$629K Buy
+2,350
New +$598K 0.02% 657

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

Simplicity Wealth's EFX Position: Q2 2026 in Review

Simplicity Wealth increased its Equifax (EFX) stake by 24% in Q2 2026, buying an estimated $53.9K and bringing the position to 1,639 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #885.

Simplicity Wealth first reported a position in EFX in Q1 2024 and has held it in 4 quarters since. The position peaked at $629K in Q1 2024. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Simplicity Wealth held 1,639 shares of Equifax worth $260K as of Q2 2026.
  • Simplicity Wealth bought 316 Equifax shares in Q2 2026, an estimated $53.9K.
  • Equifax made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #885 holding.
  • Simplicity Wealth first reported a position in Equifax in Q1 2024 and has held it in 4 quarters since.
  • Simplicity Wealth's Equifax position peaked at $629K in Q1 2024.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.