EWP
EFX icon

Elevation Wealth Partners’s Equifax EFX Stock Holding History

Elevation 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 		$1.43K Sell
9
-5
-36% -$852 ﹤0.01% 1228
2026
Q1 		$2.52K Sell
14
-7
-33% -$1.39K ﹤0.01% 865
2025
Q4 		$4.56K Buy
21
+9
+75% +$1.97K ﹤0.01% 647
2025
Q3 		$3.08K Buy
+12
New +$3.02K ﹤0.01% 562

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

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

Elevation Wealth Partners reduced its Equifax (EFX) stake by 36% in Q2 2026, selling an estimated $852 and leaving 9 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Elevation Wealth Partners first reported a position in EFX in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.56K in Q4 2025. 160 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Elevation Wealth Partners held 9 shares of Equifax worth $1.43K as of Q2 2026.
  • Elevation Wealth Partners sold 5 Equifax shares in Q2 2026, an estimated $852.
  • Equifax made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1228 holding.
  • Elevation Wealth Partners first reported a position in Equifax in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Equifax position peaked at $4.56K in Q4 2025.
  • 160 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.