GW Henssler & Associates’s Equifax EFX Stock Holding History

GW Henssler & Associates’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 Q1	$683K	Sell	3,794 -3,531	-48%	-$701K	0.03%	125
2025 Q4	$1.59M	Hold	7,325	–	–	0.08%	107
2025 Q3	$1.88M	Sell	7,325 -870	-11%	-$219K	0.09%	95
2025 Q2	$2.13M	Sell	8,195 -580	-7%	-$148K	0.11%	91
2025 Q1	$2.14M	Sell	8,775 -230	-3%	-$57.8K	0.12%	81
2024 Q4	$2.65M	Hold	9,005	–	–	0.15%	77
2024 Q3	$2.65M	Hold	9,005	–	–	0.15%	77
2024 Q2	$2.18M	Sell	9,005 -454	-5%	-$108K	0.13%	74
2024 Q1	$2.53M	Buy	+9,459	New	+$2.41M	0.15%	74
2015 Q1	–	Sell	-65,548	Closed	-$5.3M	–	177
2014 Q4	$5.3M	Buy	65,548 +1,595	+2%	+$123K	0.59%	55
2014 Q3	$4.78M	Buy	63,953 +2,303	+4%	+$175K	0.58%	53
2014 Q2	$4.47M	Buy	61,650 +863	+1%	+$60.6K	0.54%	57
2014 Q1	$4.13M	Buy	+60,787	New	+$4.25M	0.49%	64

Other funds holding EFX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

GW Henssler & Associates's EFX Position: Q1 2026 in Review

GW Henssler & Associates reduced its Equifax (EFX) stake by 48% in Q1 2026, selling an estimated $701K and leaving 3,794 shares worth $683K. The position accounts for 0.03% of the portfolio, ranked #125.

GW Henssler & Associates first reported a position in EFX in Q1 2014 and has held it in 13 quarters since. The position peaked at $5.3M in Q4 2014. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

GW Henssler & Associates held 3,794 shares of Equifax worth $683K as of Q1 2026.
GW Henssler & Associates sold 3,531 Equifax shares in Q1 2026, an estimated $701K.
Equifax made up 0.03% of GW Henssler & Associates's portfolio in Q1 2026, its #125 holding.
GW Henssler & Associates first reported a position in Equifax in Q1 2014 and has held it in 13 quarters since.
GW Henssler & Associates's Equifax position peaked at $5.3M in Q4 2014.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on GW Henssler & Associates's 13F filing for Q1 2026, filed 15 May 2026.