Elevated Capital Advisors
EFX icon

Elevated Capital Advisors’s Equifax EFX Stock Holding History

Elevated Capital Advisors’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 		$686 Hold
5
– – ﹤0.01% 797
2026
Q2 		$794 Hold
5
– – ﹤0.01% 765
2026
Q1 		$900 Hold
5
– – ﹤0.01% 747
2025
Q4 		$1.08K Buy
+5
New +$1.1K ﹤0.01% 701

Other funds holding EFX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Elevated Capital Advisors's EFX Position: Q3 2026 in Review

Elevated Capital Advisors held its Equifax (EFX) position steady in Q3 2026 at 5 shares worth $686. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Elevated Capital Advisors first reported a position in EFX in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.08K in Q4 2025. 364 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

  • Elevated Capital Advisors held 5 shares of Equifax worth $686 as of Q3 2026.
  • Elevated Capital Advisors left its Equifax share count unchanged in Q3 2026.
  • Equifax made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #797 holding.
  • Elevated Capital Advisors first reported a position in Equifax in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's Equifax position peaked at $1.08K in Q4 2025.
  • 364 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.