Superior Planning, LLC’s Equifax EFX Stock Holding History

Superior Planning, LLC’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 Q3	$1.1K	Buy	+8	New	+$1.39K	﹤0.01%	1735

Other funds holding EFX

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Superior Planning, LLC's EFX Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Equifax (EFX) in Q3 2026: 8 shares worth $1.1K. The stake represents ﹤0.01% of the portfolio and ranks #1735 among its holdings.

541 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

Superior Planning, LLC held 8 shares of Equifax worth $1.1K as of Q3 2026.
Equifax was a new Superior Planning, LLC position in Q3 2026.
Equifax made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1735 holding.
541 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.