BFS
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Beacon Financial Strategies’s Equifax EFX Stock Holding History

Beacon Financial Strategies’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 		$17K Hold
107
– – 0.01% 155
2026
Q1 		$19.3K Hold
107
– – 0.01% 118
2025
Q4 		$23.2K Buy
+107
New +$23.4K 0.01% 111

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

Beacon Financial Strategies's EFX Position: Q2 2026 in Review

Beacon Financial Strategies held its Equifax (EFX) position steady in Q2 2026 at 107 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #155.

Beacon Financial Strategies first reported a position in EFX in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.2K in Q4 2025. 153 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Beacon Financial Strategies held 107 shares of Equifax worth $17K as of Q2 2026.
  • Beacon Financial Strategies left its Equifax share count unchanged in Q2 2026.
  • Equifax made up 0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #155 holding.
  • Beacon Financial Strategies first reported a position in Equifax in Q4 2025 and has held it in 3 quarters since.
  • Beacon Financial Strategies's Equifax position peaked at $23.2K in Q4 2025.
  • 153 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.