J.W. Cole Advisors’s Equifax EFX Stock Holding History

J.W. Cole 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	$381K	Buy	+2,398	New	+$409K	0.01%	1143
2026 Q1	–	Sell	-2,419	Closed	-$394K	–	943
2025 Q4	$394K	Buy	2,419 +38	+2%	+$8.32K	0.01%	982
2025 Q3	$611K	Sell	2,381 -60	-2%	-$15.1K	0.01%	919
2025 Q2	$633K	Buy	2,441 +596	+32%	+$152K	0.01%	833
2025 Q1	$449K	Buy	1,845 +923	+100%	+$232K	0.01%	796
2024 Q4	$235K	Hold	922	–	–	0.01%	855
2024 Q3	$271K	Buy	922 +20	+2%	+$5.64K	0.01%	810
2024 Q2	$219K	Hold	902	–	–	0.01%	820
2024 Q1	$241K	Buy	902 +2	+0.2%	+$509	0.01%	769
2023 Q4	$223K	Buy	+900	New	+$183K	0.01%	728
2023 Q3	–	Sell	-904	Closed	-$213K	–	753
2023 Q2	$213K	Buy	+904	New	+$190K	0.02%	689

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

J.W. Cole Advisors's EFX Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Equifax (EFX) in Q2 2026: 2,398 shares worth $381K. The stake represents 0.01% of the portfolio and ranks #1143 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in EFX as recently as Q4 2025.

J.W. Cole Advisors first reported a position in EFX in Q2 2023 and has held it in 11 quarters since. The position peaked at $633K in Q2 2025. 139 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

J.W. Cole Advisors held 2,398 shares of Equifax worth $381K as of Q2 2026.
Equifax was a new J.W. Cole Advisors position in Q2 2026.
Equifax made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1143 holding.
J.W. Cole Advisors first reported a position in Equifax in Q2 2023 and has held it in 11 quarters since.
J.W. Cole Advisors's Equifax position peaked at $633K in Q2 2025.
139 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.