Oak Barrel Wealth Advisory »

Equifax shares owned by Oak Barrel Wealth Advisory

Quarter-by-quarter ownership of Equifax (EFX) shares owned by Oak Barrel Wealth Advisory from 13F filings

Historical chart of Oak Barrel Wealth Advisory investment in Equifax

Tip: Access up to 7 years of quarterly data

All positions including Equifax held by Oak Barrel Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Equifax by Oak Barrel Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $258k 1.2k 216.98

More positions owned by Oak Barrel Wealth Advisory

Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Ishares Tr Global Tech Etf (IXN)
Apple (AAPL)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Msci Usa Min Vol (USMV)
Amazon (AMZN)
Blackstone Group Inc Com Cl A (BX)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)

View all positions for Oak Barrel Wealth Advisory

Top funds holding Equifax

Vanguard Group
BlackRock
Vanguard Capital Management
Harris Associates L.P
Vanguard Portfolio Management
State Street Corporation
Massachusetts Financial Services
Soroban Capital Partners
Morgan Stanley
Capital Research and Management Company - Division 3
Brown Advisory Holdings Incorporated
Geode Capital Management
Kayne Anderson Rudnick Investment Management
Bank of America Corporation
Invesco

View all funds holding Equifax