Capstone Wealth Management (Alabama)’s Equifax EFX Stock Holding History

Capstone Wealth Management (Alabama)’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	$225K	Buy	+1,420	New	+$242K	0.1%	163

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s EFX Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) opened a new position in Equifax (EFX) in Q2 2026: 1,420 shares worth $225K. The stake represents 0.1% of the portfolio and ranks #163 among its holdings.

287 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Capstone Wealth Management (Alabama) held 1,420 shares of Equifax worth $225K as of Q2 2026.
Equifax was a new Capstone Wealth Management (Alabama) position in Q2 2026.
Equifax made up 0.1% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #163 holding.
287 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.