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Essential Partners’s Equifax EFX Stock Holding History

Essential 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 		$252K Sell
1,834
-45
-2% -$7.82K 0.11% 197
2026
Q2 		$298K Sell
1,879
-160
-8% -$27.3K 0.14% 163
2026
Q1 		$367K Buy
2,039
+1,947
+2,116% +$387K 0.12% 190
2025
Q4 		$20K Buy
92
+19
+26% +$4.16K 0.01% 908
2025
Q3 		$18.7K Buy
73
+62
+564% +$15.6K 0.01% 916
2025
Q2 		$2.85K Buy
+11
New +$2.8K ﹤0.01% 1217

Other funds holding EFX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $636M AUM 19.4% 1-Year Est. Return

Essential Partners's EFX Position: Q3 2026 in Review

Essential Partners reduced its Equifax (EFX) stake by 2.4% in Q3 2026, selling an estimated $7.82K and leaving 1,834 shares worth $252K. The position accounts for 0.11% of the portfolio, ranked #197.

Essential Partners first reported a position in EFX in Q2 2025 and has held it in 6 quarters since. The position peaked at $367K in Q1 2026. 94 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

  • Essential Partners held 1,834 shares of Equifax worth $252K as of Q3 2026.
  • Essential Partners sold 45 Equifax shares in Q3 2026, an estimated $7.82K.
  • Equifax made up 0.11% of Essential Partners's portfolio in Q3 2026, its #197 holding.
  • Essential Partners first reported a position in Equifax in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Equifax position peaked at $367K in Q1 2026.
  • 94 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.