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Action Point Financial Planning’s Equifax EFX Stock Holding History

Action Point Financial Planning’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 		$3.02K Buy
+19
New +$3.24K ﹤0.01% 2059

Other funds holding EFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Action Point Financial Planning's EFX Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Equifax (EFX) in Q2 2026: 19 shares worth $3.02K. The stake represents ﹤0.01% of the portfolio and ranks #2059 among its holdings.

830 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Action Point Financial Planning held 19 shares of Equifax worth $3.02K as of Q2 2026.
  • Equifax was a new Action Point Financial Planning position in Q2 2026.
  • Equifax made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2059 holding.
  • 830 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.