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Wealth Management Nebraska’s Equifax EFX Stock Holding History

Wealth Management Nebraska’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
-1,399
Closed -$252K – 110
2026
Q1 		$252K Hold
1,399
– – 0.03% 89
2025
Q4 		$304K Hold
1,399
– – 0.03% 76
2025
Q3 		$359K Hold
1,399
– – 0.04% 67
2025
Q2 		$358K Hold
1,399
– – 0.05% 56
2025
Q1 		$341K Hold
1,399
– – 0.05% 48
2024
Q4 		$357K Buy
+1,399
New +$375K 0.06% 45

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

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

Wealth Management Nebraska sold out of Equifax (EFX) in Q2 2026, closing a stake of 1,399 shares — an estimated $252K sold.

Wealth Management Nebraska first reported a position in EFX in Q4 2024 and held it in 6 quarters. The position peaked at $359K in Q3 2025. 830 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Wealth Management Nebraska reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Wealth Management Nebraska sold 1,399 Equifax shares in Q2 2026, an estimated $252K.
  • Wealth Management Nebraska first reported a position in Equifax in Q4 2024 and held it in 6 quarters.
  • Wealth Management Nebraska's Equifax position peaked at $359K in Q3 2025.
  • 830 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Wealth Management Nebraska's 13F filing for Q2 2026, filed 27 Jul 2026.