AWM
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Arista Wealth Management’s Equifax EFX Stock Holding History

Arista 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
-1,500
Closed -$270K – 277
2026
Q1 		$270K Hold
1,500
– – 0.03% 218
2025
Q4 		$325K Buy
+1,500
New +$328K 0.04% 191

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
New York State Teachers Retirement System (NYSTRS)
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
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

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

Arista Wealth Management sold out of Equifax (EFX) in Q2 2026, closing a stake of 1,500 shares — an estimated $270K sold.

Arista Wealth Management first reported a position in EFX in Q4 2025 and held it in 2 quarters. The position peaked at $325K in Q4 2025. 160 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Arista Wealth Management reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Arista Wealth Management sold 1,500 Equifax shares in Q2 2026, an estimated $270K.
  • Arista Wealth Management first reported a position in Equifax in Q4 2025 and held it in 2 quarters.
  • Arista Wealth Management's Equifax position peaked at $325K in Q4 2025.
  • 160 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.