BIP Wealth
EFX icon

BIP Wealth’s Equifax EFX Stock Holding History

BIP Wealth’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
Q3 		$212K Buy
1,544
+39
+3% +$6.78K 0.01% 539
2026
Q2 		$239K Buy
1,505
+5
+0.3% +$852 0.01% 507
2026
Q1 		$270K Buy
1,500
+230
+18% +$45.7K 0.01% 394
2025
Q4 		$276K Buy
+1,270
New +$278K 0.01% 381

Other funds holding EFX

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Investors Asset Management of Georgia
Investors Asset Management of Georgia Atlanta, Georgia $276M AUM 35.13% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

BIP Wealth's EFX Position: Q3 2026 in Review

BIP Wealth increased its Equifax (EFX) stake by 2.6% in Q3 2026, buying an estimated $6.78K and bringing the position to 1,544 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #539.

BIP Wealth first reported a position in EFX in Q4 2025 and has held it in 4 quarters since. The position peaked at $276K in Q4 2025. 156 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

  • BIP Wealth held 1,544 shares of Equifax worth $212K as of Q3 2026.
  • BIP Wealth bought 39 Equifax shares in Q3 2026, an estimated $6.78K.
  • Equifax made up 0.01% of BIP Wealth's portfolio in Q3 2026, its #539 holding.
  • BIP Wealth first reported a position in Equifax in Q4 2025 and has held it in 4 quarters since.
  • BIP Wealth's Equifax position peaked at $276K in Q4 2025.
  • 156 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on BIP Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.