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LVW Advisors’s Equifax EFX Stock Holding History

LVW 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 		$206K Sell
1,296
-913
-41% -$156K 0.02% 450
2026
Q1 		$398K Sell
2,209
-417
-16% -$82.8K 0.04% 260
2025
Q4 		$570K Sell
2,626
-133
-5% -$29.1K 0.06% 174
2025
Q3 		$708K Sell
2,759
-390
-12% -$98K 0.07% 144
2025
Q2 		$817K Sell
3,149
-268
-8% -$68.2K 0.09% 130
2025
Q1 		$832K Sell
3,417
-147
-4% -$36.9K 0.1% 121
2024
Q4 		$908K Sell
3,564
-80
-2% -$21.4K 0.11% 120
2024
Q3 		$1.07M Buy
3,644
+337
+10% +$95K 0.14% 106
2024
Q2 		$802K Buy
3,307
+267
+9% +$63.7K 0.12% 113
2024
Q1 		$813K Sell
3,040
-73
-2% -$18.6K 0.14% 114
2023
Q4 		$770K Sell
3,113
-10
-0.3% -$2.03K 0.14% 108
2023
Q3 		$572K Sell
3,123
-290
-8% -$59.2K 0.12% 118
2023
Q2 		$803K Sell
3,413
-18
-0.5% -$3.79K 0.15% 94
2023
Q1 		$696K Sell
3,431
-87
-2% -$18.1K 0.14% 113
2022
Q4 		$684K Sell
3,518
-264
-7% -$48.2K 0.14% 117
2022
Q3 		$648K Buy
3,782
+138
+4% +$27K 0.14% 109
2022
Q2 		$666K Buy
3,644
+115
+3% +$23K 0.14% 110
2022
Q1 		$837K Sell
3,529
-245
-6% -$57.7K 0.14% 102
2021
Q4 		$1.1M Sell
3,774
-46
-1% -$12.8K 0.19% 87
2021
Q3 		$968K Buy
3,820
+120
+3% +$31.2K 0.17% 95
2021
Q2 		$886K Sell
3,700
-113
-3% -$25.3K 0.16% 98
2021
Q1 		$691K Buy
3,813
+1,182
+45% +$209K 0.13% 117
2020
Q4 		$507K Buy
2,631
+97
+4% +$16.3K 0.1% 114
2020
Q3 		$398K Buy
+2,534
New +$415K 0.09% 122

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

LVW Advisors's EFX Position: Q2 2026 in Review

LVW Advisors reduced its Equifax (EFX) stake by 41% in Q2 2026, selling an estimated $156K and leaving 1,296 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #450.

LVW Advisors first reported a position in EFX in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.1M in Q4 2021. 155 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • LVW Advisors held 1,296 shares of Equifax worth $206K as of Q2 2026.
  • LVW Advisors sold 913 Equifax shares in Q2 2026, an estimated $156K.
  • Equifax made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #450 holding.
  • LVW Advisors first reported a position in Equifax in Q3 2020 and has held it in 24 quarters since.
  • LVW Advisors's Equifax position peaked at $1.1M in Q4 2021.
  • 155 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.