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EFX icon

LifePlan Financial’s Equifax EFX Stock Holding History

LifePlan Financial’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 		$312K Sell
1,963
-353
-15% -$60.2K 0.22% 81
2026
Q1 		$417K Sell
2,316
-143
-6% -$28.4K 0.31% 71
2025
Q4 		$534K Buy
2,459
+1,467
+148% +$321K 0.41% 67
2025
Q3 		$254K Sell
992
-135
-12% -$33.9K 0.2% 78
2025
Q2 		$292K Sell
1,127
-27
-2% -$6.87K 0.24% 83
2025
Q1 		$281K Sell
1,154
-190
-14% -$47.8K 0.25% 81
2024
Q4 		$343K Sell
1,344
-1,017
-43% -$273K 0.3% 75
2024
Q3 		$694K Sell
2,361
-62
-3% -$17.5K 0.6% 49
2024
Q2 		$587K Sell
2,423
-1
-0% -$239 0.54% 53
2024
Q1 		$648K Sell
2,424
-51
-2% -$13K 0.59% 51
2023
Q4 		$612K Buy
+2,475
New +$502K 0.61% 51

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

LifePlan Financial's EFX Position: Q2 2026 in Review

LifePlan Financial reduced its Equifax (EFX) stake by 15% in Q2 2026, selling an estimated $60.2K and leaving 1,963 shares worth $312K. The position accounts for 0.22% of the portfolio, ranked #81.

LifePlan Financial first reported a position in EFX in Q4 2023 and has held it in 11 quarters since. The position peaked at $694K in Q3 2024. 160 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • LifePlan Financial held 1,963 shares of Equifax worth $312K as of Q2 2026.
  • LifePlan Financial sold 353 Equifax shares in Q2 2026, an estimated $60.2K.
  • Equifax made up 0.22% of LifePlan Financial's portfolio in Q2 2026, its #81 holding.
  • LifePlan Financial first reported a position in Equifax in Q4 2023 and has held it in 11 quarters since.
  • LifePlan Financial's Equifax position peaked at $694K in Q3 2024.
  • 160 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.