Cornerstone Planning Group
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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
Q3 		– Sell
-20
Closed -$3.41K – 601
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 		$2.78K 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

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

Cornerstone Planning Group's EFX Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Equifax (EFX) in Q3 2026, closing a stake of 20 shares — an estimated $3.41K sold.

Cornerstone Planning Group first reported a position in EFX in Q4 2022 and held it in 13 quarters. The position peaked at $14.4K in Q4 2022. 157 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Equifax position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 20 Equifax shares in Q3 2026, an estimated $3.41K.
  • Cornerstone Planning Group first reported a position in Equifax in Q4 2022 and held it in 13 quarters.
  • Cornerstone Planning Group's Equifax position peaked at $14.4K in Q4 2022.
  • 157 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.