GA
EFX icon

Goldstein Advisors’s Equifax EFX Stock Holding History

Goldstein 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 		– Sell
-1,225
Closed -$221K – 264
2026
Q1 		$221K Buy
1,225
+183
+18% +$36.3K 0.02% 202
2025
Q4 		$226K Buy
+1,042
New +$228K 0.03% 192

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

Goldstein Advisors's EFX Position: Q2 2026 in Review

Goldstein Advisors sold out of Equifax (EFX) in Q2 2026, closing a stake of 1,225 shares — an estimated $221K sold.

Goldstein Advisors first reported a position in EFX in Q4 2025 and held it in 2 quarters. The position peaked at $226K in Q4 2025. 155 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Goldstein Advisors reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Goldstein Advisors sold 1,225 Equifax shares in Q2 2026, an estimated $221K.
  • Goldstein Advisors first reported a position in Equifax in Q4 2025 and held it in 2 quarters.
  • Goldstein Advisors's Equifax position peaked at $226K in Q4 2025.
  • 155 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.