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Wealth Science Advisors’s Equifax EFX Stock Holding History

Wealth Science Advisors’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 		$2.6M Sell
16,396
-4
-0% -$682 1.16% 16
2026
Q1 		$3.56M Hold
16,400
– – 2% 10
2025
Q4 		$3.56M Buy
+16,400
New +$3.59M 2.05% 10

Other funds holding EFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Science Advisors's EFX Position: Q2 2026 in Review

Wealth Science Advisors reduced its Equifax (EFX) stake by 0.02% in Q2 2026, selling an estimated $682 and leaving 16,396 shares worth $2.6M. The position accounts for 1.16% of the portfolio, ranked #16.

Wealth Science Advisors first reported a position in EFX in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.56M in Q1 2026. 416 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Wealth Science Advisors held 16,396 shares of Equifax worth $2.6M as of Q2 2026.
  • Wealth Science Advisors sold 4 Equifax shares in Q2 2026, an estimated $682.
  • Equifax made up 1.16% of Wealth Science Advisors's portfolio in Q2 2026, its #16 holding.
  • Wealth Science Advisors first reported a position in Equifax in Q4 2025 and has held it in 3 quarters since.
  • Wealth Science Advisors's Equifax position peaked at $3.56M in Q1 2026.
  • 416 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Wealth Science Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.