AWM
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Apollon Wealth Management’s Equifax EFX Stock Holding History

Apollon 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 		$696K Sell
4,383
-42
-0.9% -$7.16K 0.01% 877
2026
Q1 		$797K Buy
4,425
+2,293
+108% +$455K 0.01% 687
2025
Q4 		$463K Sell
2,132
-874
-29% -$191K 0.01% 868
2025
Q3 		$771K Buy
3,006
+126
+4% +$31.7K 0.01% 671
2025
Q2 		$747K Buy
2,880
+348
+14% +$88.5K 0.01% 639
2025
Q1 		$617K Sell
2,532
-263
-9% -$66.1K 0.01% 659
2024
Q4 		$712K Buy
2,795
+553
+25% +$148K 0.02% 621
2024
Q3 		$659K Buy
2,242
+355
+19% +$100K 0.02% 621
2024
Q2 		$458K Buy
1,887
+327
+21% +$78K 0.01% 718
2024
Q1 		$417K Buy
1,560
+244
+19% +$62.1K 0.01% 755
2023
Q4 		$325K Sell
1,316
-487
-27% -$98.8K 0.01% 810
2023
Q3 		$330K Buy
1,803
+790
+78% +$161K 0.02% 671
2023
Q2 		$238K Sell
1,013
-291
-22% -$61.2K 0.01% 806
2023
Q1 		$264K Sell
1,304
-231
-15% -$48.1K 0.02% 719
2022
Q4 		$298K Buy
+1,535
New +$281K 0.02% 664
2022
Q1 		– Sell
-802
Closed -$235K – 778
2021
Q4 		$235K Sell
802
-31
-4% -$8.63K 0.02% 652
2021
Q3 		$211K Buy
+833
New +$217K 0.03% 425
2020
Q3 		– Sell
-116
Closed -$20K – 304
2020
Q2 		$20K Buy
+116
New +$17.2K 0.01% 369

Other funds holding EFX

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Assenagon Asset Management
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Apollon Wealth Management reduced its Equifax (EFX) stake by 0.95% in Q2 2026, selling an estimated $7.16K and leaving 4,383 shares worth $696K. The position accounts for 0.01% of the portfolio, ranked #877.

Apollon Wealth Management first reported a position in EFX in Q2 2020 and has held it in 18 quarters since. The position peaked at $797K in Q1 2026. 150 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Apollon Wealth Management held 4,383 shares of Equifax worth $696K as of Q2 2026.
  • Apollon Wealth Management sold 42 Equifax shares in Q2 2026, an estimated $7.16K.
  • Equifax made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #877 holding.
  • Apollon Wealth Management first reported a position in Equifax in Q2 2020 and has held it in 18 quarters since.
  • Apollon Wealth Management's Equifax position peaked at $797K in Q1 2026.
  • 150 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.