Elevation Wealth Partners
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
Q3 		$6.45K Buy
47
+38
+422% +$6.61K ﹤0.01% 1037
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

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

Elevation Wealth Partners's EFX Position: Q3 2026 in Review

Elevation Wealth Partners increased its Equifax (EFX) stake by 422% in Q3 2026, buying an estimated $6.61K and bringing the position to 47 shares worth $6.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

Elevation Wealth Partners first reported a position in EFX in Q3 2025 and has held it in 5 quarters since. 364 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

  • Elevation Wealth Partners held 47 shares of Equifax worth $6.45K as of Q3 2026.
  • Elevation Wealth Partners bought 38 Equifax shares in Q3 2026, an estimated $6.61K.
  • Equifax made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1037 holding.
  • Elevation Wealth Partners first reported a position in Equifax in Q3 2025 and has held it in 5 quarters since.
  • 364 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.