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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Equifax EFX Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$5.24K Sell
33
-126
-79% -$21.5K ﹤0.01% 467
2026
Q1 		$28.7K Sell
159
-292
-65% -$58K 0.01% 349
2025
Q4 		$97.9K Sell
451
-109
-19% -$23.9K 0.03% 234
2025
Q3 		$144K Sell
560
-49
-8% -$12.3K 0.05% 172
2025
Q2 		$158K Buy
609
+82
+16% +$20.9K 0.05% 157
2025
Q1 		$129K Sell
527
-59
-10% -$14.8K 0.05% 169
2024
Q4 		$150K Buy
586
+46
+9% +$12.3K 0.06% 156
2024
Q3 		$159K Hold
540
– – 0.08% 108
2024
Q2 		$131K Buy
540
+90
+20% +$21.5K 0.08% 126
2024
Q1 		$120K Buy
450
+180
+67% +$45.8K 0.08% 132
2023
Q4 		$66.8K Buy
+270
New +$54.8K 0.04% 161

Other funds holding EFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s EFX Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Equifax (EFX) stake by 79% in Q2 2026, selling an estimated $21.5K and leaving 33 shares worth $5.24K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in EFX in Q4 2023 and has held it in 11 quarters since. The position peaked at $159K in Q3 2024. 416 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 33 shares of Equifax worth $5.24K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 126 Equifax shares in Q2 2026, an estimated $21.5K.
  • Equifax made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #467 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Equifax in Q4 2023 and has held it in 11 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Equifax position peaked at $159K in Q3 2024.
  • 416 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.