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Cornerstone Planning Group’s Equifax EFX Stock Holding History

Cornerstone Planning Group’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 		$3.41K Sell
20
-43
-68% -$7.33K ﹤0.01% 1190
2026
Q1 		$10.7K Buy
63
+45
+250% +$8.94K ﹤0.01% 869
2025
Q4 		$3.7K Sell
18
-7
-28% -$1.53K ﹤0.01% 1056
2025
Q3 		$5.29K Hold
25
– – ﹤0.01% 933
2025
Q2 		$6K Buy
25
+9
+56% +$2.29K ﹤0.01% 681
2025
Q1 		$3.99K Buy
16
+6
+60% +$1.51K ﹤0.01% 795
2024
Q4 		$2.75K Sell
10
-2
-17% -$536 ﹤0.01% 708
2024
Q3 		$3.22K Buy
12
+2
+20% +$564 ﹤0.01% 665
2024
Q2 		$2.79K Buy
10
+8
+400% +$1.91K ﹤0.01% 699
2024
Q1 		$455 Hold
2
– – ﹤0.01% 957
2023
Q4 		$495 Hold
2
– – ﹤0.01% 778
2023
Q3 		$366 Buy
+2
New +$408 ﹤0.01% 946
2022
Q4 		$14.4K Buy
+66
New +$12.1K 0.01% 533

Other funds holding EFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Cornerstone Planning Group's EFX Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Equifax (EFX) stake by 68% in Q2 2026, selling an estimated $7.33K and leaving 20 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Cornerstone Planning Group first reported a position in EFX in Q4 2022 and has held it in 13 quarters since. The position peaked at $14.4K in Q4 2022. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Cornerstone Planning Group held 20 shares of Equifax worth $3.41K as of Q2 2026.
  • Cornerstone Planning Group sold 43 Equifax shares in Q2 2026, an estimated $7.33K.
  • Equifax made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1190 holding.
  • Cornerstone Planning Group first reported a position in Equifax in Q4 2022 and has held it in 13 quarters since.
  • Cornerstone Planning Group's Equifax position peaked at $14.4K in Q4 2022.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.