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Equifax shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Equifax (EFX) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Equifax

Tip: Access up to 7 years of quarterly data

All positions including Equifax held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Equifax by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $26k 87 293.86
2024-03-31 $23k 87 267.53
2023-12-31 $22k 87 247.30

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding Equifax

Vanguard Group
Capital Research and Management Company - Division 3
BlackRock
BlackRock
Morgan Stanley
State Street Corporation
T. Rowe Price Associates
Massachusetts Financial Services
Generation Investment Management
Kayne Anderson Rudnick Investment Management
Geode Capital Management
T. Rowe Price Investment Management
Invesco
Parnassus Investments
Cantillon Capital Mgnt

View all funds holding Equifax