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Strategic Wealth Partners’s Equifax EFX Stock Holding History

Strategic Wealth Partners’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 		$15.9K Hold
100
– – ﹤0.01% 814
2026
Q1 		$18K Hold
100
– – ﹤0.01% 738
2025
Q4 		$21.7K Hold
100
– – ﹤0.01% 682
2025
Q3 		$25.7K Hold
100
– – ﹤0.01% 679
2025
Q2 		$25.9K Buy
+100
New +$25.4K ﹤0.01% 601
2018
Q2 		– Sell
-106
Closed -$12K – 773
2018
Q1 		$12K Hold
106
– – 0.01% 464
2017
Q4 		$12K Buy
+106
New +$11.9K 0.01% 444

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

Strategic Wealth Partners's EFX Position: Q2 2026 in Review

Strategic Wealth Partners held its Equifax (EFX) position steady in Q2 2026 at 100 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Strategic Wealth Partners first reported a position in EFX in Q4 2017 and has held it in 7 quarters since. The position peaked at $25.9K in Q2 2025. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Strategic Wealth Partners held 100 shares of Equifax worth $15.9K as of Q2 2026.
  • Strategic Wealth Partners left its Equifax share count unchanged in Q2 2026.
  • Equifax made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #814 holding.
  • Strategic Wealth Partners first reported a position in Equifax in Q4 2017 and has held it in 7 quarters since.
  • Strategic Wealth Partners's Equifax position peaked at $25.9K in Q2 2025.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.