Foster Victor Wealth Advisors’s Equifax EFX Stock Holding History

Foster Victor Wealth 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 Q2	$247K	Buy	1,480 +21	+1%	+$3.58K	0.01%	229
2026 Q1	$272K	Hold	1,459	–	–	0.02%	216
2025 Q4	$320K	Hold	1,459	–	–	0.02%	194
2025 Q3	$345K	Sell	1,459 -8	-0.5%	-$2.01K	0.02%	169
2025 Q2	$390K	Buy	1,467 +8	+0.5%	+$2.04K	0.03%	157
2025 Q1	$321K	Hold	1,459	–	–	0.03%	157
2024 Q4	$384K	Hold	1,459	–	–	0.03%	141
2024 Q3	$415K	Hold	1,459	–	–	0.03%	140
2024 Q2	$386K	Hold	1,459	–	–	0.03%	140
2024 Q1	$364K	Buy	+1,459	New	+$371K	0.03%	129

Other funds holding EFX

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

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) 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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Foster Victor Wealth Advisors's EFX Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Equifax (EFX) stake by 1.4% in Q2 2026, buying an estimated $3.58K and bringing the position to 1,480 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #229.

Foster Victor Wealth Advisors first reported a position in EFX in Q1 2024 and has held it in 10 quarters since. The position peaked at $415K in Q3 2024. 156 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Foster Victor Wealth Advisors held 1,480 shares of Equifax worth $247K as of Q2 2026.
Foster Victor Wealth Advisors bought 21 Equifax shares in Q2 2026, an estimated $3.58K.
Equifax made up 0.01% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #229 holding.
Foster Victor Wealth Advisors first reported a position in Equifax in Q1 2024 and has held it in 10 quarters since.
Foster Victor Wealth Advisors's Equifax position peaked at $415K in Q3 2024.
156 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.