Compass Financial Management
EFX icon

Compass Financial Management’s Equifax EFX Stock Holding History

Compass Financial 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
Q3 		$137 Hold
1
– – ﹤0.01% 1682
2026
Q2 		$159 Buy
+1
New +$170 ﹤0.01% 1490

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Compass Financial Management's EFX Position: Q3 2026 in Review

Compass Financial Management held its Equifax (EFX) position steady in Q3 2026 at 1 share worth $137. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

Compass Financial Management first reported a position in EFX in Q2 2026 and has held it in 2 quarters since. The position peaked at $159 in Q2 2026. 649 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

  • Compass Financial Management held 1 share of Equifax worth $137 as of Q3 2026.
  • Compass Financial Management left its Equifax share count unchanged in Q3 2026.
  • Equifax made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1682 holding.
  • Compass Financial Management first reported a position in Equifax in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Equifax position peaked at $159 in Q2 2026.
  • 649 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.