WA
EFX icon

Wealth Alliance’s Equifax EFX Stock Holding History

Wealth Alliance’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 		$239K Buy
1,326
+220
+20% +$43.7K 0.02% 487
2025
Q4 		$240K Sell
1,106
-99
-8% -$21.7K 0.02% 497
2025
Q3 		$309K Buy
1,205
+6
+0.5% +$1.51K 0.03% 407
2025
Q2 		$311K Buy
1,199
+39
+3% +$9.92K 0.03% 396
2025
Q1 		$283K Buy
1,160
+14
+1% +$3.52K 0.03% 404
2024
Q4 		$292K Buy
1,146
+18
+2% +$4.82K 0.03% 393
2024
Q3 		$331K Buy
1,128
+30
+3% +$8.46K 0.04% 375
2024
Q2 		$266K Buy
1,098
+3
+0.3% +$716 0.03% 421
2024
Q1 		$293K Sell
1,095
-17
-2% -$4.33K 0.04% 409
2023
Q4 		$275K Buy
1,112
+5
+0.5% +$1.01K 0.04% 405
2023
Q3 		$203K Sell
1,107
-166
-13% -$33.9K 0.03% 462
2023
Q2 		$300K Buy
1,273
+9
+0.7% +$1.89K 0.04% 381
2023
Q1 		$256K Buy
1,264
+17
+1% +$3.54K 0.04% 410
2022
Q4 		$242K Buy
1,247
+67
+6% +$12.2K 0.04% 411
2022
Q3 		$202K Buy
+1,180
New +$231K 0.04% 421
2022
Q2 		– Sell
-1,273
Closed -$302K – 458
2022
Q1 		$302K Buy
1,273
+182
+17% +$42.9K 0.06% 325
2021
Q4 		$319K Buy
1,091
+215
+25% +$59.9K 0.06% 313
2021
Q3 		$222K Sell
876
-14
-2% -$3.64K 0.05% 382
2021
Q2 		$213K Buy
+890
New +$199K 0.05% 398
2021
Q1 		– Sell
-1,104
Closed -$213K – 394
2020
Q4 		$213K Buy
+1,104
New +$186K 0.06% 355

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

Wealth Alliance's EFX Position: Q1 2026 in Review

Wealth Alliance increased its Equifax (EFX) stake by 20% in Q1 2026, buying an estimated $43.7K and bringing the position to 1,326 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #487.

Wealth Alliance first reported a position in EFX in Q4 2020 and has held it in 20 quarters since. The position peaked at $331K in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Wealth Alliance held 1,326 shares of Equifax worth $239K as of Q1 2026.
  • Wealth Alliance bought 220 Equifax shares in Q1 2026, an estimated $43.7K.
  • Equifax made up 0.02% of Wealth Alliance's portfolio in Q1 2026, its #487 holding.
  • Wealth Alliance first reported a position in Equifax in Q4 2020 and has held it in 20 quarters since.
  • Wealth Alliance's Equifax position peaked at $331K in Q3 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.