Wealth Alliance
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
Q3 		$231K Buy
+1,680
New +$292K 0.02% 511
2026
Q2 		– Sell
-1,326
Closed -$239K – 593
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% +$9.9K 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Wealth Alliance's EFX Position: Q3 2026 in Review

Wealth Alliance opened a new position in Equifax (EFX) in Q3 2026: 1,680 shares worth $231K. The stake represents 0.02% of the portfolio and ranks #511 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in EFX as recently as Q1 2026.

Wealth Alliance first reported a position in EFX in Q4 2020 and has held it in 21 quarters since. The position peaked at $331K in Q3 2024. 649 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

  • Wealth Alliance held 1,680 shares of Equifax worth $231K as of Q3 2026.
  • Equifax was a new Wealth Alliance position in Q3 2026.
  • Equifax made up 0.02% of Wealth Alliance's portfolio in Q3 2026, its #511 holding.
  • Wealth Alliance first reported a position in Equifax in Q4 2020 and has held it in 21 quarters since.
  • Wealth Alliance's Equifax position peaked at $331K in Q3 2024.
  • 649 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.