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Cyndeo Wealth Partners’s Equifax EFX Stock Holding History

Cyndeo Wealth Partners’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 		$388K Sell
2,445
-5
-0.2% -$852 0.02% 391
2026
Q1 		$441K Sell
2,450
-4
-0.2% -$794 0.02% 344
2025
Q4 		$532K Sell
2,454
-1
-0% -$219 0.03% 310
2025
Q3 		$630K Sell
2,455
-30
-1% -$7.54K 0.04% 286
2025
Q2 		$645K Sell
2,485
-19
-0.8% -$4.83K 0.04% 277
2025
Q1 		$610K Buy
2,504
+23
+0.9% +$5.78K 0.04% 272
2024
Q4 		$632K Buy
2,481
+1
+0% +$268 0.04% 264
2024
Q3 		$729K Sell
2,480
-6
-0.2% -$1.69K 0.05% 254
2024
Q2 		$603K Sell
2,486
-20
-0.8% -$4.77K 0.05% 258
2024
Q1 		$670K Buy
2,506
+8
+0.3% +$2.04K 0.06% 232
2023
Q4 		$618K Buy
2,498
+26
+1% +$5.27K 0.06% 225
2023
Q3 		$453K Hold
2,472
– – 0.05% 233
2023
Q2 		$582K Buy
+2,472
New +$520K 0.06% 203

Other funds holding EFX

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
IAMOG
Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CPCPP
Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cyndeo Wealth Partners's EFX Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Equifax (EFX) stake by 0.2% in Q2 2026, selling an estimated $852 and leaving 2,445 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #391.

Cyndeo Wealth Partners first reported a position in EFX in Q2 2023 and has held it in 13 quarters since. The position peaked at $729K in Q3 2024. 157 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Cyndeo Wealth Partners held 2,445 shares of Equifax worth $388K as of Q2 2026.
  • Cyndeo Wealth Partners sold 5 Equifax shares in Q2 2026, an estimated $852.
  • Equifax made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #391 holding.
  • Cyndeo Wealth Partners first reported a position in Equifax in Q2 2023 and has held it in 13 quarters since.
  • Cyndeo Wealth Partners's Equifax position peaked at $729K in Q3 2024.
  • 157 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.