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Sound View Wealth Advisors Group’s Equifax EFX Stock Holding History

Sound View Wealth Advisors Group’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 		$1M Sell
5,574
-160
-3% -$31.8K 0.07% 189
2025
Q4 		$1.24M Buy
5,734
+1,636
+40% +$358K 0.08% 171
2025
Q3 		$1.05M Sell
4,098
-69
-2% -$17.3K 0.07% 188
2025
Q2 		$1.08M Buy
4,167
+1,910
+85% +$486K 0.08% 180
2025
Q1 		$550K Sell
2,257
-3,898
-63% -$980K 0.05% 242
2024
Q4 		$1.57M Sell
6,155
-4
-0.1% -$1.07K 0.13% 138
2024
Q3 		$1.81M Buy
6,159
+1,557
+34% +$439K 0.15% 129
2024
Q2 		$1.12M Sell
4,602
-5
-0.1% -$1.19K 0.12% 152
2024
Q1 		$1.23M Sell
4,607
-1,559
-25% -$397K 0.13% 147
2023
Q4 		$1.52M Sell
6,166
-21
-0.3% -$4.26K 0.17% 127
2023
Q3 		$1.13M Buy
6,187
+1,551
+33% +$317K 0.14% 136
2023
Q2 		$1.09M Sell
4,636
-48
-1% -$10.1K 0.14% 133
2023
Q1 		$950K Sell
4,684
-1,482
-24% -$308K 0.13% 152
2022
Q4 		$1.52M Buy
6,166
+1,518
+33% +$277K 0.17% 127
2022
Q3 		$797K Sell
4,648
-24
-0.5% -$4.7K 0.18% 118
2022
Q2 		$854K Sell
4,672
-10
-0.2% -$2K 0.18% 117
2022
Q1 		$1.11M Sell
4,682
-14
-0.3% -$3.3K 0.21% 109
2021
Q4 		$1.38M Sell
4,696
-203
-4% -$56.5K 0.26% 96
2021
Q3 		$1.24M Hold
4,899
– – 0.26% 97
2021
Q2 		$1.17M Hold
4,899
– – 0.25% 101
2021
Q1 		$887K Sell
4,899
-8
-0.2% -$1.41K 0.21% 110
2020
Q4 		$946K Sell
4,907
-13
-0.3% -$2.19K 0.23% 103
2020
Q3 		$772K Sell
4,920
-7
-0.1% -$1.15K 0.2% 114
2020
Q2 		$847K Sell
4,927
-10
-0.2% -$1.48K 0.24% 102
2020
Q1 		$590K Sell
4,937
-67
-1% -$9.74K 0.2% 106
2019
Q4 		$701K Sell
5,004
-5
-0.1% -$693 0.2% 119
2019
Q3 		$705K Sell
5,009
-204
-4% -$28.7K 0.21% 114
2019
Q2 		$705K Buy
+5,213
New +$654K 0.21% 117

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

Sound View Wealth Advisors Group's EFX Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Equifax (EFX) stake by 2.8% in Q1 2026, selling an estimated $31.8K and leaving 5,574 shares worth $1M. The position accounts for 0.07% of the portfolio, ranked #189.

Sound View Wealth Advisors Group first reported a position in EFX in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.81M in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Sound View Wealth Advisors Group held 5,574 shares of Equifax worth $1M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 160 Equifax shares in Q1 2026, an estimated $31.8K.
  • Equifax made up 0.07% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #189 holding.
  • Sound View Wealth Advisors Group first reported a position in Equifax in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Equifax position peaked at $1.81M in Q3 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.