Mitchell & Pahl Private Wealth
EFX icon

Mitchell & Pahl Private Wealth’s Equifax EFX Stock Holding History

Mitchell & Pahl Private Wealth’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 		$652K Buy
4,752
+543
+13% +$94.4K 0.24% 121
2026
Q2 		$668K Buy
4,209
+276
+7% +$47K 0.25% 119
2026
Q1 		$708K Buy
3,933
+301
+8% +$59.8K 0.29% 112
2025
Q4 		$788K Buy
3,632
+160
+5% +$35K 0.33% 106
2025
Q3 		$891K Buy
3,472
+77
+2% +$19.4K 0.37% 94
2025
Q2 		$881K Buy
3,395
+264
+8% +$67.2K 0.39% 91
2025
Q1 		$763K Buy
3,131
+19
+0.6% +$4.78K 0.36% 98
2024
Q4 		$793K Buy
3,112
+176
+6% +$47.2K 0.37% 97
2024
Q3 		$863K Buy
2,936
+56
+2% +$15.8K 0.4% 91
2024
Q2 		$698K Buy
2,880
+29
+1% +$6.92K 0.37% 100
2024
Q1 		$763K Buy
2,851
+125
+5% +$31.8K 0.4% 98
2023
Q4 		$674K Buy
2,726
+31
+1% +$6.29K 0.38% 99
2023
Q3 		$494K Buy
2,695
+481
+22% +$98.2K 0.29% 115
2023
Q2 		$521K Buy
2,214
+159
+8% +$33.5K 0.31% 111
2023
Q1 		$417K Buy
2,055
+41
+2% +$8.53K 0.26% 124
2022
Q4 		$391K Buy
2,014
+432
+27% +$78.9K 0.26% 123
2022
Q3 		$271K Buy
1,582
+156
+11% +$30.6K 0.2% 138
2022
Q2 		$261K Buy
1,426
+354
+33% +$70.8K 0.18% 143
2022
Q1 		$254K Buy
1,072
+213
+25% +$50.2K 0.16% 148
2021
Q4 		$252K Buy
+859
New +$239K 0.16% 146

Other funds holding EFX

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Investors Asset Management of Georgia
Investors Asset Management of Georgia Atlanta, Georgia $276M AUM 35.13% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Mitchell & Pahl Private Wealth's EFX Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth increased its Equifax (EFX) stake by 13% in Q3 2026, buying an estimated $94.4K and bringing the position to 4,752 shares worth $652K. The position accounts for 0.24% of the portfolio, ranked #121.

Mitchell & Pahl Private Wealth first reported a position in EFX in Q4 2021 and has held it in 20 quarters since. The position peaked at $891K in Q3 2025. 205 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 4,752 shares of Equifax worth $652K as of Q3 2026.
  • Mitchell & Pahl Private Wealth bought 543 Equifax shares in Q3 2026, an estimated $94.4K.
  • Equifax made up 0.24% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #121 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Equifax in Q4 2021 and has held it in 20 quarters since.
  • Mitchell & Pahl Private Wealth's Equifax position peaked at $891K in Q3 2025.
  • 205 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.