Wealthspire Advisors (New York)’s Equifax EFX Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-137	Closed	-$35.1K	–	1551
2025 Q3	$35.1K	Buy	+137	New	+$34.4K	﹤0.01%	1376
2021 Q2	–	Sell	-1,738	Closed	-$315K	–	464
2021 Q1	$315K	Buy	1,738 +150	+9%	+$26.5K	0.01%	535
2020 Q4	$306K	Buy	+1,588	New	+$267K	0.01%	433
2020 Q3	–	Sell	-1,371	Closed	-$236K	–	333
2020 Q2	$236K	Buy	+1,371	New	+$203K	0.02%	235
2019 Q1	–	Sell	-116	Closed	-$11K	–	263
2018 Q4	$11K	Buy	+116	New	+$12.3K	﹤0.01%	477

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wealthspire Advisors (New York)'s EFX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Equifax (EFX) in Q4 2025, closing a stake of 137 shares — an estimated $35.1K sold.

Wealthspire Advisors (New York) first reported a position in EFX in Q4 2018 and held it in 5 quarters. The position peaked at $315K in Q1 2021. 895 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Equifax position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 137 Equifax shares in Q4 2025, an estimated $35.1K.
Wealthspire Advisors (New York) first reported a position in Equifax in Q4 2018 and held it in 5 quarters.
Wealthspire Advisors (New York)'s Equifax position peaked at $315K in Q1 2021.
895 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.