Activest Wealth Management’s Equifax EFX Stock Holding History

Activest 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	$17.8K	Sell	112 -57	-34%	-$9.72K	﹤0.01%	470
2026 Q1	$30.4K	Buy	169 +98	+138%	+$19.5K	0.01%	423
2025 Q4	$15.4K	Buy	71 +44	+163%	+$9.63K	﹤0.01%	573
2025 Q3	$6.93K	Buy	27 +15	+125%	+$3.77K	﹤0.01%	584
2025 Q2	$3.11K	Sell	12 -188	-94%	-$47.8K	﹤0.01%	622
2025 Q1	$48.7K	Buy	200 +6	+3%	+$1.51K	0.01%	197
2024 Q4	$49.4K	Hold	194	–	–	0.01%	170
2024 Q3	$57K	Hold	194	–	–	0.02%	158
2024 Q2	$47K	Buy	+194	New	+$46.3K	0.02%	174

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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

Activest Wealth Management reduced its Equifax (EFX) stake by 34% in Q2 2026, selling an estimated $9.72K and leaving 112 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Activest Wealth Management first reported a position in EFX in Q2 2024 and has held it in 9 quarters since. The position peaked at $57K in Q3 2024. 154 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Activest Wealth Management held 112 shares of Equifax worth $17.8K as of Q2 2026.
Activest Wealth Management sold 57 Equifax shares in Q2 2026, an estimated $9.72K.
Equifax made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #470 holding.
Activest Wealth Management first reported a position in Equifax in Q2 2024 and has held it in 9 quarters since.
Activest Wealth Management's Equifax position peaked at $57K in Q3 2024.
154 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.