SteelPeak Wealth’s Equifax EFX Stock Holding History

SteelPeak 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 Q1	–	Sell	-12,019	Closed	-$2.61M	–	595
2025 Q4	$2.61M	Buy	12,019 +3,985	+50%	+$873K	0.09%	170
2025 Q3	$2.06M	Buy	8,034 +4,998	+165%	+$1.26M	0.07%	212
2025 Q2	$787K	Buy	+3,036	New	+$772K	0.03%	311

Other funds holding EFX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

SteelPeak Wealth's EFX Position: Q1 2026 in Review

SteelPeak Wealth sold out of Equifax (EFX) in Q1 2026, closing a stake of 12,019 shares — an estimated $2.61M sold.

SteelPeak Wealth first reported a position in EFX in Q2 2025 and held it in 3 quarters. The position peaked at $2.61M in Q4 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

SteelPeak Wealth reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
SteelPeak Wealth sold 12,019 Equifax shares in Q1 2026, an estimated $2.61M.
SteelPeak Wealth first reported a position in Equifax in Q2 2025 and held it in 3 quarters.
SteelPeak Wealth's Equifax position peaked at $2.61M in Q4 2025.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on SteelPeak Wealth's 13F filing for Q1 2026, filed 5 May 2026.