LVW Advisors
EFX icon

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
Q3 		– Sell
-1,296
Closed -$206K – 481
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Coronation Fund Managers
Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LVW Advisors's EFX Position: Q3 2026 in Review

LVW Advisors sold out of Equifax (EFX) in Q3 2026, closing a stake of 1,296 shares — an estimated $206K sold.

LVW Advisors first reported a position in EFX in Q3 2020 and held it in 24 quarters. The position peaked at $1.1M in Q4 2021. 300 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

  • LVW Advisors reported no remaining Equifax position as of Q3 2026 after selling out during the quarter.
  • LVW Advisors sold 1,296 Equifax shares in Q3 2026, an estimated $206K.
  • LVW Advisors first reported a position in Equifax in Q3 2020 and held it in 24 quarters.
  • LVW Advisors's Equifax position peaked at $1.1M in Q4 2021.
  • 300 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.