Highline Wealth Partners’s Equifax EFX Stock Holding History

Highline Wealth Partners’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 Q3	$7.28K	Sell	53 -2	-4%	-$348	﹤0.01%	805
2026 Q2	$8.74K	Buy	55 +49	+817%	+$8.35K	﹤0.01%	668
2026 Q1	$1.08K	Buy	6 +2	+50%	+$397	﹤0.01%	1145
2025 Q4	$873	Sell	4 -2	-33%	-$438	﹤0.01%	931
2025 Q3	$1.54K	Hold	6	–	–	﹤0.01%	880
2025 Q2	$1.56K	Sell	6 -2	-25%	-$509	﹤0.01%	671
2025 Q1	$1.95K	Buy	8 +3	+60%	+$754	﹤0.01%	635
2024 Q4	$1.28K	Buy	5 +1	+25%	+$268	﹤0.01%	506
2024 Q3	$1.18K	Buy	4 +2	+100%	+$564	﹤0.01%	499
2024 Q2	$485	Hold	2	–	–	﹤0.01%	494
2024 Q1	$535	Hold	2	–	–	﹤0.01%	400
2023 Q4	$495	Hold	2	–	–	﹤0.01%	373
2023 Q3	$366	Hold	2	–	–	﹤0.01%	358
2023 Q2	$471	Buy	+2	New	+$421	﹤0.01%	304

Other funds holding EFX

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Highline Wealth Partners's EFX Position: Q3 2026 in Review

Highline Wealth Partners reduced its Equifax (EFX) stake by 3.6% in Q3 2026, selling an estimated $348 and leaving 53 shares worth $7.28K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Highline Wealth Partners first reported a position in EFX in Q2 2023 and has held it in 14 quarters since. The position peaked at $8.74K in Q2 2026. 541 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

Highline Wealth Partners held 53 shares of Equifax worth $7.28K as of Q3 2026.
Highline Wealth Partners sold 2 Equifax shares in Q3 2026, an estimated $348.
Equifax made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #805 holding.
Highline Wealth Partners first reported a position in Equifax in Q2 2023 and has held it in 14 quarters since.
Highline Wealth Partners's Equifax position peaked at $8.74K in Q2 2026.
541 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.