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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
Q2 		$599K Sell
3,775
-19
-0.5% -$3.24K 0.03% 135
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

GW Henssler & Associates's EFX Position: Q2 2026 in Review

GW Henssler & Associates reduced its Equifax (EFX) stake by 0.5% in Q2 2026, selling an estimated $3.24K and leaving 3,775 shares worth $599K. The position accounts for 0.03% of the portfolio, ranked #135.

GW Henssler & Associates first reported a position in EFX in Q1 2014 and has held it in 14 quarters since. The position peaked at $5.3M in Q4 2014. 837 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • GW Henssler & Associates held 3,775 shares of Equifax worth $599K as of Q2 2026.
  • GW Henssler & Associates sold 19 Equifax shares in Q2 2026, an estimated $3.24K.
  • Equifax made up 0.03% of GW Henssler & Associates's portfolio in Q2 2026, its #135 holding.
  • GW Henssler & Associates first reported a position in Equifax in Q1 2014 and has held it in 14 quarters since.
  • GW Henssler & Associates's Equifax position peaked at $5.3M in Q4 2014.
  • 837 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.