Abound Wealth Management’s Equifax EFX Stock Holding History

Abound Wealth Management’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	–	Sell	-12	Closed	-$2.16K	–	1432
2026 Q1	$2.16K	Sell	12 -2	-14%	-$397	﹤0.01%	891
2025 Q4	$3.04K	Hold	14	–	–	﹤0.01%	781
2025 Q3	$3.59K	Hold	14	–	–	﹤0.01%	717
2025 Q2	$3.63K	Hold	14	–	–	﹤0.01%	652
2025 Q1	$3.41K	Sell	14 -5	-26%	-$1.26K	﹤0.01%	612
2024 Q4	$4.79K	Sell	19 -1	-5%	-$268	﹤0.01%	536
2024 Q3	$5.88K	Hold	20	–	–	﹤0.01%	514
2024 Q2	$4.85K	Hold	20	–	–	﹤0.01%	510
2024 Q1	$5.35K	Buy	20 +1	+5%	+$254	﹤0.01%	505
2023 Q4	$4.76K	Buy	19 +4	+27%	+$811	﹤0.01%	518
2023 Q3	$2.75K	Sell	15 -2	-12%	-$408	﹤0.01%	572
2023 Q2	$4K	Buy	17 +4	+31%	+$842	﹤0.01%	539
2023 Q1	$2.64K	Hold	13	–	–	﹤0.01%	549
2022 Q4	$2.53K	Buy	13 +8	+160%	+$1.46K	﹤0.01%	501
2022 Q3	$858	Buy	+5	New	+$979	﹤0.01%	620

Other funds holding EFX

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

IAMOG

Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CPCPP

Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Abound Wealth Management's EFX Position: Q2 2026 in Review

Abound Wealth Management sold out of Equifax (EFX) in Q2 2026, closing a stake of 12 shares — an estimated $2.16K sold.

Abound Wealth Management first reported a position in EFX in Q3 2022 and held it in 15 quarters. The position peaked at $5.88K in Q3 2024. 146 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Abound Wealth Management reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
Abound Wealth Management sold 12 Equifax shares in Q2 2026, an estimated $2.16K.
Abound Wealth Management first reported a position in Equifax in Q3 2022 and held it in 15 quarters.
Abound Wealth Management's Equifax position peaked at $5.88K in Q3 2024.
146 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.