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Triangle Securities Wealth Management’s Equifax EFX Stock Holding History

Triangle Securities 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
Q1 		– Sell
-2,418
Closed -$525K – 207
2025
Q4 		$525K Sell
2,418
-781
-24% -$171K 0.11% 156
2025
Q3 		$821K Sell
3,199
-10
-0.3% -$2.51K 0.19% 120
2025
Q2 		$832K Hold
3,209
– – 0.2% 114
2025
Q1 		$782K Buy
3,209
+6
+0.2% +$1.51K 0.2% 121
2024
Q4 		$816K Sell
3,203
-50
-2% -$13.4K 0.21% 121
2024
Q3 		$956K Sell
3,253
-172
-5% -$48.5K 0.25% 107
2024
Q2 		$830K Buy
3,425
+2
+0.1% +$477 0.23% 119
2024
Q1 		$916K Buy
3,423
+25
+0.7% +$6.36K 0.26% 107
2023
Q4 		$840K Buy
3,398
+5
+0.1% +$1.01K 0.26% 107
2023
Q3 		$622K Buy
3,393
+212
+7% +$43.3K 0.22% 115
2023
Q2 		$748K Sell
3,181
-15
-0.5% -$3.16K 0.26% 112
2023
Q1 		$648K Sell
3,196
-85
-3% -$17.7K 0.23% 116
2022
Q4 		$638K Sell
3,281
-47
-1% -$8.59K 0.23% 119
2022
Q3 		$571K Buy
3,328
+135
+4% +$26.4K 0.23% 117
2022
Q2 		$584K Buy
3,193
+128
+4% +$25.6K 0.23% 117
2022
Q1 		$727K Buy
3,065
+516
+20% +$122K 0.24% 112
2021
Q4 		$746K Sell
2,549
-31
-1% -$8.63K 0.23% 113
2021
Q3 		$654K Buy
2,580
+295
+13% +$76.7K 0.22% 117
2021
Q2 		$547K Hold
2,285
– – 0.19% 126
2021
Q1 		$414K Buy
+2,285
New +$404K 0.15% 138
2013
Q3 		– Sell
-291
Closed -$17K – 192
2013
Q2 		$17K Buy
+291
New +$17.6K 0.01% 400

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Triangle Securities Wealth Management's EFX Position: Q1 2026 in Review

Triangle Securities Wealth Management sold out of Equifax (EFX) in Q1 2026, closing a stake of 2,418 shares — an estimated $525K sold.

Triangle Securities Wealth Management first reported a position in EFX in Q2 2013 and held it in 21 quarters. The position peaked at $956K in Q3 2024. 874 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Triangle Securities Wealth Management reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 2,418 Equifax shares in Q1 2026, an estimated $525K.
  • Triangle Securities Wealth Management first reported a position in Equifax in Q2 2013 and held it in 21 quarters.
  • Triangle Securities Wealth Management's Equifax position peaked at $956K in Q3 2024.
  • 874 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.