Crewe Advisors’s Equifax EFX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$635 Buy
4
+1
+33% +$170 ﹤0.01% 1064
2026
Q1
$541 Sell
3
-1
-25% -$199 ﹤0.01% 989
2025
Q4
$868 Buy
+4
New +$876 ﹤0.01% 1006
2024
Q3
Sell
-131
Closed -$31.8K 799
2024
Q2
$31.8K Buy
131
+76
+138% +$18.1K ﹤0.01% 460
2024
Q1
$14.7K Buy
+55
New +$14K ﹤0.01% 546
2022
Q4
Sell
-41
Closed -$7K 1096
2022
Q3
$7K Buy
41
+9
+28% +$1.76K ﹤0.01% 757
2022
Q2
$6K Buy
+32
New +$6.4K ﹤0.01% 717

Other funds holding EFX

Crewe Advisors's EFX Position: Q2 2026 in Review

Crewe Advisors increased its Equifax (EFX) stake by 33% in Q2 2026, buying an estimated $170 and bringing the position to 4 shares worth $635. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

Crewe Advisors first reported a position in EFX in Q2 2022 and has held it in 7 quarters since. The position peaked at $31.8K in Q2 2024. 837 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Crewe Advisors held 4 shares of Equifax worth $635 as of Q2 2026.
  • Crewe Advisors bought 1 Equifax share in Q2 2026, an estimated $170.
  • Equifax made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #1064 holding.
  • Crewe Advisors first reported a position in Equifax in Q2 2022 and has held it in 7 quarters since.
  • Crewe Advisors's Equifax position peaked at $31.8K in Q2 2024.
  • 837 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.