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TopTier Wealth Management’s Equifax EFX Stock Holding History

TopTier 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
Q2 		– Sell
-427
Closed -$76.9K – 297
2026
Q1 		$76.9K Buy
+427
New +$84.8K 0.05% 194

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Vanguard Portfolio Management
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SCP
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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

TopTier Wealth Management's EFX Position: Q2 2026 in Review

TopTier Wealth Management sold out of Equifax (EFX) in Q2 2026, closing a stake of 427 shares — an estimated $76.9K sold.

TopTier Wealth Management first reported a position in EFX in Q1 2026 and held it in 1 quarter. The position peaked at $76.9K in Q1 2026. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • TopTier Wealth Management reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • TopTier Wealth Management sold 427 Equifax shares in Q2 2026, an estimated $76.9K.
  • TopTier Wealth Management first reported a position in Equifax in Q1 2026 and held it in 1 quarter.
  • TopTier Wealth Management's Equifax position peaked at $76.9K in Q1 2026.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.